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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
301
High Note Wealth
Minnesota
$1.79K +$1.92K +188 New
SS
302
Sunbelt Securities
Texas
$1.32K +$685 +67 +93%
RIAS
303
Rachor Investment Advisory Services
Michigan
$969
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$855
SWM
305
SHP Wealth Management
Massachusetts
$750 +$807 +79 New
CT
306
Clearstead Trust
Maine
$684 -$1.22K -119 -62%
TPCW
307
TD Private Client Wealth
New York
$627
BGAI
308
Bruce G. Allen Investments
Colorado
$570 -$593 -58 -49%
BIA
309
Bell Investment Advisors
California
$466
SS
310
SBI Securities
Japan
$428 -$4.52K -442 -91%
CFO
311
CVA Family Office
Colorado
$428 +$460 +45 New
AW
312
Ankerstar Wealth
Texas
$342 +$41 +4 +13%
MCM
313
MV Capital Management
Maryland
$228 +$215 +21 +700%
CMA
314
Cedar Mountain Advisors
Oregon
$209 +$225 +22 New
TFA
315
Transamerica Financial Advisors
Florida
$152 -$736 -72 -82%
SC
316
SouthState Corp
Florida
$143
JWA
317
JFS Wealth Advisors
Pennsylvania
$95
AWM
318
Abound Wealth Management
Tennessee
$76
DF
319
Dunhill Financial
United Kingdom
$30
FFO
320
Fortitude Family Office
Arizona
$29 +$31 +3 New
GWM
321
Gilpin Wealth Management
Colorado
$19 -$41 -4 -67%
BHWM
322
Bay Harbor Wealth Management
Maryland
$19 +$10 +1 +100%
KFAS
323
Keating Financial Advisory Services
Kansas
$10 -$10 -1 -50%
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$10
CW
325
Curio Wealth
Maryland
$10 +$10 +1 New