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Name Holding Trade Value Shares
Change
Change in
Stake
AP
651
Aspect Partners
Virginia
$1.14K – – –
RWM
652
Rialto Wealth Management
New York
$1.09K +$1.07K +21 +1,050%
BFS
653
Bare Financial Services
Pennsylvania
$1.04K -$358 -7 -24%
SIS
654
Sound Income Strategies
Florida
$1.01K – – –
CAL
655
Capital Advisors Ltd
Ohio
$1K +$153 +3 +14%
CB
656
CNB Bank
Pennsylvania
$996 – – –
TCM
657
Triumph Capital Management
Colorado
$996 – – –
RWM
658
Raffa Wealth Management
District of Columbia
$996 +$51 +1 +5%
ACA
659
American Capital Advisory
Idaho
$949 +$921 +18 +900%
GWSA
660
Global Wealth Strategies & Associates
Colorado
$948 – – –
MG
661
Mather Group
Illinois
$945 +$1.02K +20 New
PS
662
PayPay Securities
Japan
$921 +$102 +2 +11%
PWA
663
Principia Wealth Advisory
Texas
$901 +$256 +5 +36%
SIC
664
Salem Investment Counselors
North Carolina
$854 +$921 +18 New
OA
665
Operose Advisors
Wisconsin
$853 +$921 +18 New
HIW
666
Holos Integrated Wealth
Pennsylvania
$852 – – –
RWM
667
RMG Wealth Management
Wisconsin
$773 +$870 +17 New
VR
668
Vision Retirement
New Jersey
$711 -$716 -14 -48%
NEWAS
669
N.E.W. Advisory Services
Wisconsin
$711 – – –
GWS
670
Greykasell Wealth Strategies
California
$664 – – –
LWMI
671
Legacy Wealth Management (Idaho)
Idaho
$617 -$716 -14 -52%
VWA
672
Valued Wealth Advisors
Utah
$617 – – –
TM
673
Torren Management
California
$616 -$20.3K -397 -97%
TPCW
674
TD Private Client Wealth
New York
$522 -$614 -12 -52%
CW
675
Curio Wealth
Maryland
$522 +$51 +1 +10%