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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1351
Prestige Wealth Management Group
New Jersey
$15.8K +$1.04K +23 +8%
AIS
1352
Advocate Investing Services
Maryland
$15.3K
TM
1353
Torren Management
California
$15.1K
HDIM
1354
Hanson & Doremus Investment Management
Vermont
$15K
AW
1355
Avion Wealth
Texas
$15K +$1.41K +31 +11%
FGA
1356
Fortis Group Advisors
New Jersey
$14.9K
S
1357
Sachetta
Massachusetts
$14.6K +$5.45K +120 +65%
MIM
1358
MTM Investment Management
South Carolina
$14.5K
DF
1359
Dunhill Financial
United Kingdom
$14.1K -$272 -6 -2%
MHR
1360
Matthew Hamilton Rosenberg
$13.7K
DIP
1361
DT Investment Partners
Pennsylvania
$13.6K
VWM
1362
Valley Wealth Managers
New Jersey
$13.3K
HNW
1363
High Note Wealth
Minnesota
$12.9K +$726 +16 +6%
CFM
1364
Compass Financial Management
Florida
$12.4K +$11.8K +259 New
BFS
1365
Bare Financial Services
Pennsylvania
$12.4K +$4.22K +93 +56%
AWA
1366
Acumen Wealth Advisors
Tennessee
$12K -$2.22K -49 -16%
CAL
1367
Capital Advisors Ltd
Ohio
$12K
KPP
1368
Kings Path Partners
Texas
$11.8K +$11.2K +246 New
RWM
1369
Raffa Wealth Management
District of Columbia
$11.8K +$91 +2 +0.8%
DWM
1370
Dogwood Wealth Management
Kansas
$11.6K -$5.31K -117 -33%
CT
1371
Clearstead Trust
Maine
$10.8K
HWP
1372
Highline Wealth Partners
California
$10.2K +$1.68K +37 +21%
AT
1373
Arlington Trust
Alabama
$10K -$3.68K -81 -28%
FPF
1374
First Pacific Financial
Washington
$9.89K +$9.35K +206 New
BHWM
1375
Bay Harbor Wealth Management
Maryland
$9.46K +$2.63K +58 +42%