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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1026
Bogart Wealth LLC
Virginia
$6.93K
SW
1027
SteelPeak Wealth
California
$6.81K +$7.02K +181 New
JFG
1028
JDM Financial Group
Texas
$6.63K -$1.01K -26 -13%
BSB
1029
Bangor Savings Bank
Maine
$6.36K
RS
1030
Rakuten Securities
Japan
$6.21K -$2.13K -55 -25%
AWM
1031
Abound Wealth Management
Tennessee
$6.19K -$39 -1 -0.6%
VNA
1032
Valley National Advisers
Pennsylvania
$6K +$194 +5 +3%
OC
1033
Oakworth Capital
Alabama
$5.99K -$15.9K -409 -72%
TFM
1034
TFC Financial Management
Massachusetts
$5.95K +$5.04K +130 +464%
SSG
1035
Summit Securities Group
New York
$5.95K -$41.6K -1,073 -87%
CTA
1036
Colonial Trust Advisors
South Carolina
$5.83K
FMP
1037
Financial Management Professionals
Texas
$5.72K +$1.75K +45 +42%
CW
1038
Curio Wealth
Maryland
$5.68K +$5.86K +151 New
CWA
1039
Carolina Wealth Advisors
South Carolina
$5.65K
HWP
1040
Highline Wealth Partners
California
$5.43K +$1.47K +38 +36%
CAM
1041
Creekmur Asset Management
Illinois
$5.4K +$427 +11 +8%
PP
1042
Pacifica Partners
Canada
$5.38K
HNW
1043
High Note Wealth
Minnesota
$5.16K +$5.32K +137 New
LDB
1044
Lee, Danner & Bass
Tennessee
$5.12K +$5.28K +136 New
TVWM
1045
Tower View Wealth Management
Wisconsin
$5.1K +$39 +1 +0.7%
APW
1046
Aventura Private Wealth
Florida
$5.08K +$5.24K +135 New
WTFG
1047
Wood Tarver Financial Group
Idaho
$5K +$5.59K +144 New
RWM
1048
Ruedi Wealth Management
Illinois
$4.78K
WAS
1049
Winch Advisory Services
Wisconsin
$4.18K +$4.31K +111 New
GWSG
1050
GPS Wealth Strategies Group
Colorado
$4.14K