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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
651
Rialto Wealth Management
New York
$1.09K +$1.07K +21 +1,050%
BFS
652
Bare Financial Services
Pennsylvania
$1.04K -$358 -7 -24%
SIS
653
Sound Income Strategies
Florida
$1.01K
CAL
654
Capital Advisors Ltd
Ohio
$1K +$153 +3 +14%
CB
655
CNB Bank
Pennsylvania
$996
TCM
656
Triumph Capital Management
Colorado
$996
RWM
657
Raffa Wealth Management
District of Columbia
$996 +$51 +1 +5%
ACA
658
American Capital Advisory
Idaho
$949 +$921 +18 +900%
GWSA
659
Global Wealth Strategies & Associates
Colorado
$948
MG
660
Mather Group
Illinois
$945 +$1.02K +20 New
PS
661
PayPay Securities
Japan
$921 +$102 +2 +11%
SIC
662
Salem Investment Counselors
North Carolina
$854 +$921 +18 New
OA
663
Operose Advisors
Wisconsin
$853 +$921 +18 New
HIW
664
Holos Integrated Wealth
Pennsylvania
$852
RWM
665
RMG Wealth Management
Wisconsin
$773 +$870 +17 New
VR
666
Vision Retirement
New Jersey
$711 -$716 -14 -48%
NEWAS
667
N.E.W. Advisory Services
Wisconsin
$711
GWS
668
Greykasell Wealth Strategies
California
$664
LWMI
669
Legacy Wealth Management (Idaho)
Idaho
$617 -$716 -14 -52%
VWA
670
Valued Wealth Advisors
Utah
$617
TM
671
Torren Management
California
$616 -$20.3K -397 -97%
TPCW
672
TD Private Client Wealth
New York
$522 -$614 -12 -52%
CW
673
Curio Wealth
Maryland
$522 +$51 +1 +10%
UFF
674
USA Financial Formulas
Michigan
$522 +$205 +4 +57%
BIM
675
Breakwater Investment Management
Washington
$522 +$563 +11 New