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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
726
Anchor Investment Management
South Carolina
$1.95K
CPG
727
Cornerstone Planning Group
New Jersey
$1.85K -$81 -1 -4%
S
728
Sachetta
Massachusetts
$1.71K
CB
729
CNB Bank
Pennsylvania
$1.64K
GWSA
730
Global Wealth Strategies & Associates
Colorado
$1.56K
RWM
731
Raffa Wealth Management
District of Columbia
$1.56K
FLFS
732
Family Legacy Financial Solutions
North Carolina
$1.56K +$1.62K +20 New
CH
733
Cromwell Holdings
Wyoming
$1.48K +$566 +7 +58%
FFO
734
Fortitude Family Office
Arizona
$1.48K +$1.54K +19 New
KG
735
Kilter Group
New York
$1.4K +$1.46K +18 New
SC
736
Solstein Capital
California
$1.4K
HIW
737
Holos Integrated Wealth
Pennsylvania
$1.25K
NEWAS
738
N.E.W. Advisory Services
Wisconsin
$1.17K
VWA
739
Valued Wealth Advisors
Utah
$1.01K
PWA
740
Principia Wealth Advisory
Texas
$1.01K +$243 +3 +30%
NS
741
NBC Securities
Alabama
$1K -$4.04K -50 -76%
WCM
742
Winthrop Capital Management
Indiana
$1K
CI
743
CX Institutional
Indiana
$1K +$809 +10 New
FNWA
744
Financial Network Wealth Advisors
Utah
$935
DPW
745
DiNuzzo Private Wealth
Pennsylvania
$935 +$404 +5 +71%
SIC
746
SJS Investment Consulting
Ohio
$858 -$162 -2 -15%
OWP
747
ORG Wealth Partners
Texas
$850
BCMLT
748
Beacon Capital Management LLC (Tennessee)
Tennessee
$779 -$1.21K -15 -60%
MLA
749
MB, Levis & Associates
Pennsylvania
$779
SJIM
750
St. Johns Investment Management
Florida
$779