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Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Clearstead Trust
Maine
$2.81K +$771 +10 +34%
TPBG
752
Turning Point Benefit Group
Maryland
$2.69K +$3K +39 New
WB
753
Webster Bank
Connecticut
$2.6K – – –
NS
754
NBC Securities
Alabama
$2.23K +$1.16K +15 +94%
ACM
755
Anfield Capital Management
California
$2.16K – – –
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.16K +$2.31K +30 New
CH
757
Cromwell Holdings
Wyoming
$2.09K +$771 +10 +53%
MAFA
758
MJT & Associates Financial Advisory
Minnesota
$2.02K +$2.16K +28 New
PPC
759
Park Place Capital
Alabama
$1.95K – – –
AP
760
Aspect Partners
Virginia
$1.73K +$1.85K +24 New
TFA
761
Transamerica Financial Advisors
Florida
$1.73K +$1.85K +24 New
WW
762
Winnow Wealth
Texas
$1.68K +$1.77K +23 New
FFO
763
Fortitude Family Office
Arizona
$1.66K +$308 +4 +21%
CB
764
CNB Bank
Pennsylvania
$1.51K – – –
ADL
765
Asset Dedication LLC
California
$1.44K -$2.08K -27 -57%
GWSA
766
Global Wealth Strategies & Associates
Colorado
$1.44K – – –
RWM
767
Raffa Wealth Management
District of Columbia
$1.44K – – –
MCM
768
MV Capital Management
Maryland
$1.37K -$462 -6 -24%
FLFS
769
Family Legacy Financial Solutions
North Carolina
$1.37K -$77 -1 -5%
JWA
770
JFS Wealth Advisors
Pennsylvania
$1.3K -$1K -13 -42%
KG
771
Kilter Group
New York
$1.3K – – –
SC
772
Solstein Capital
California
$1.3K – – –
HIW
773
Holos Integrated Wealth
Pennsylvania
$1.23K – – –
NEWAS
774
N.E.W. Advisory Services
Wisconsin
$1.08K – – –
SC
775
SouthState Corp
Florida
$1.01K -$27.4K -355 -96%