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Name Holding Trade Value Shares
Change
Change in
Stake
SC
751
SouthState Corp
Florida
$958 – – –
PWA
752
Principia Wealth Advisory
Texas
$958 +$207 +3 +27%
ACA
753
Atlas Capital Advisors
Wyoming
$957 +$968 +14 New
VWA
754
Valued Wealth Advisors
Utah
$890 – – –
FFO
755
Fortitude Family Office
Arizona
$821 -$761 -11 -48%
FNWA
756
Financial Network Wealth Advisors
Utah
$821 – – –
AF
757
Advisornet Financial
Minnesota
$821 +$830 +12 New
OWP
758
ORG Wealth Partners
Texas
$752 – – –
CW
759
Curio Wealth
Maryland
$696 +$692 +10 New
MLA
760
MB, Levis & Associates
Pennsylvania
$684 – – –
SC
761
Solstein Capital
California
$616 -$622 -9 -50%
HFS
762
Hughes Financial Services
Virginia
$616 – – –
GJIA
763
Glass Jacobson Investment Advisors
Maryland
$548 – – –
BHWM
764
Bay Harbor Wealth Management
Maryland
$547 +$207 +3 +60%
CFM
765
Cornerstone Financial Management
Massachusetts
$547 +$553 +8 New
DPW
766
DiNuzzo Private Wealth
Pennsylvania
$479 -$346 -5 -42%
KFI
767
Key Financial Inc
Pennsylvania
$479 – – –
AWA
768
Acumen Wealth Advisors
Tennessee
$479 +$484 +7 New
UFF
769
USA Financial Formulas
Michigan
$479 +$484 +7 New
PB
770
Prosperity Bancshares
Texas
$410 +$415 +6 New
DF
771
DecisionPoint Financial
Arizona
$342 – – –
QWM
772
Quaker Wealth Management
New Jersey
$342 +$138 +2 +67%
SN
773
Sittner & Nelson
Oregon
$330 – – –
DF
774
Dunhill Financial
United Kingdom
$303 -$138 -2 -33%
BMC
775
Bear Mountain Capital
Washington
$298 – – –