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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1476
Wolff Wiese Magana
California
$6K -$4.15K -85 -42%
TIM
1477
Tortoise Investment Management
New York
$5.34K -$4.88K -100 -49%
FWA
1478
Freedom Wealth Alliance
Wisconsin
$5.34K +$5.18K +106 New
GJIA
1479
Glass Jacobson Investment Advisors
Maryland
$5.3K +$5.13K +105 New
CT
1480
Clearstead Trust
Maine
$5K -$1.51K -31 -24%
NC
1481
NewSquare Capital
Pennsylvania
$4.79K -$2.64K -54 -36%
PS
1482
PayPay Securities
Japan
$4.64K +$4.49K +92 New
KA
1483
Kozak & Associates
Colorado
$4K – – –
RCC
1484
Red Cedar Capital
Nebraska
$4K – – –
FMP
1485
Financial Management Professionals
Texas
$4K +$1.22K +25 +56%
CWA
1486
Clearview Wealth Advisors
Oregon
$3.78K – – –
MPCL
1487
My Personal CFO LLC
Washington
$3.63K +$3.52K +72 New
TWD
1488
True Wealth Design
Ohio
$3.53K +$3.42K +70 New
PO
1489
Private Ocean
California
$3.51K +$49 +1 +1%
IRAG
1490
Investment Research & Advisory Group
Georgia
$3.33K – – –
FFA
1491
Fairfield Financial Advisors
Massachusetts
$3.27K – – –
MFA
1492
McClarren Financial Advisors
Pennsylvania
$3K -$29.3K -599 -89%
CA
1493
Centerpoint Advisors
Massachusetts
$3K -$4.15K -85 -57%
EAM
1494
Eukles Asset Management
Ohio
$3K – – –
SC
1495
Sierra Capital
Florida
$3K – – –
WOSD
1496
WFA of San Diego
California
$2.57K +$2.49K +51 New
MAWCM
1497
Mine & Arao Wealth Creation & Management
California
$2.2K +$49 +1 +2%
VWM
1498
Valley Wealth Managers
New Jersey
$2.17K -$8.06K -165 -79%
HWM
1499
HighMark Wealth Management
Minnesota
$2.16K +$49 +1 +2%
CWM
1500
CarsonAllaria Wealth Management
Illinois
$2K – – –