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Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
701
MJT & Associates Financial Advisory
Minnesota
$5.82K +$5.63K +18 New
GWM
702
Geneos Wealth Management
Colorado
$5.82K -$51.6K -165 -90%
BCWM
703
Bartlett & Co Wealth Management
Ohio
$5.49K +$3.13K +10 +143%
CWP
704
Clark Wealth Partners
Illinois
$5.36K -$939 -3 -13%
GBT
705
Grove Bank & Trust
Florida
$5.17K – – –
SIS
706
Sound Income Strategies
Florida
$5.13K -$939 -3 -17%
DIP
707
DT Investment Partners
Pennsylvania
$4.53K – – –
AS
708
Altshuler Shaham
Israel
$4.53K +$4.38K +14 New
CCM
709
Cloud Capital Management
Washington
$4K +$4.07K +13 New
RWM
710
Rialto Wealth Management
New York
$3.88K -$18.5K -59 -83%
MCM
711
MV Capital Management
Maryland
$3.88K – – –
GWSG
712
GPS Wealth Strategies Group
Colorado
$3.88K – – –
HHMI
713
Howard Hughes Medical Institute
Maryland
$3.88K – – –
DPW
714
DiNuzzo Private Wealth
Pennsylvania
$3.76K – – –
MAM
715
Marquette Asset Management
Minnesota
$3.56K +$3.44K +11 New
RWM
716
Raffa Wealth Management
District of Columbia
$3.56K – – –
SC
717
SouthState Corp
Florida
$3.23K -$626 -2 -17%
PWMG
718
Prestige Wealth Management Group
New Jersey
$3.23K – – –
TCOV
719
Trust Company of Vermont
Vermont
$3.23K – – –
FGAM
720
Financial Gravity Asset Management
Texas
$2.91K +$2.82K +9 New
LSA
721
Leonteq Securities AG
Switzerland
$2.59K – – –
APM
722
Advanced Portfolio Management
New York
$2.59K +$2.5K +8 New
LIM
723
Longfellow Investment Management
Massachusetts
$2.26K – – –
AW
724
Avion Wealth
Texas
$2K – – –
KG
725
Kilter Group
New York
$1.94K -$626 -2 -25%