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Name Holding Trade Value Shares
Change
Change in
Stake
BI
1701
Binnacle Investments
Iowa
$2.92K +$3.11K +12 New
AP
1702
Atwood & Palmer
Missouri
$2.44K
NWMP
1703
Noble Wealth Management PBC
Colorado
$2.44K
WCM
1704
WealthTrak Capital Management
Virginia
$2.44K
CAM
1705
Chesapeake Asset Management
New York
$2.44K +$1.81K +7 +233%
CWP
1706
Concord Wealth Partners
Virginia
$2.19K
LWMI
1707
Legacy Wealth Management (Idaho)
Idaho
$1.95K
WW
1708
Winnow Wealth
Texas
$1.78K +$778 +3 +60%
PS
1709
PayPay Securities
Japan
$1.75K
BHWM
1710
Bay Harbor Wealth Management
Maryland
$1.47K +$1.55K +6 New
CAC
1711
Core Alternative Capital
Georgia
$1.46K -$3.11K -12 -67%
TFM
1712
TFC Financial Management
Massachusetts
$1.46K
MSWA
1713
Marshall & Sterling Wealth Advisors
New York
$1.46K +$1.55K +6 New
CA
1714
Continuum Advisory
Idaho
$1.22K -$1.81K -7 -58%
KWM
1715
Kiker Wealth Management
Georgia
$1.22K +$1.3K +5 New
PWA
1716
Principia Wealth Advisory
Texas
$1.09K
TCA
1717
Trifecta Capital Advisors
Illinois
$976 -$20.7K -80 -95%
NL
1718
NVWM LLC
Pennsylvania
$975 -$259 -1 -20%
PWM
1719
Parkworth Wealth Management
California
$975 -$259 -1 -20%
GA
1720
GoalVest Advisory
New York
$975 +$1.04K +4 New
MSG
1721
Main Street Group
Virginia
$732
HIA
1722
HFM Investment Advisors
New Jersey
$732 +$778 +3 New
RFS
1723
Richardson Financial Services
Massachusetts
$731 -$259 -1 -25%
Q1WB
1724
Quest 10 Wealth Builders
Virginia
$731
BFS
1725
Bare Financial Services
Pennsylvania
$731 +$778 +3 New