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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
601
True Wealth Design
Ohio
$9.39K
BLC
602
Brown, Lisle/Cummings
Rhode Island
$9.39K +$9.15K +18 New
FCAS
603
First Command Advisory Services
Texas
$8.34K
TM
604
Torren Management
California
$7.82K -$117K -230 -94%
S
605
Sachetta
Massachusetts
$7.3K +$508 +1 +8%
PSFG
606
Park Square Financial Group
Georgia
$7.3K -$22.4K -44 -76%
IAAG
607
Innovative Asset Advisors Group
Connecticut
$7.3K +$7.12K +14 New
JFA
608
JNBA Financial Advisors
Minnesota
$6.78K +$6.61K +13 New
HNW
609
High Note Wealth
Minnesota
$6.26K
TLFA
610
True Link Financial Advisors
California
$6.26K +$6.1K +12 New
ST
611
Smithfield Trust
Pennsylvania
$6K
HCM
612
Hollencrest Capital Management
California
$5.74K -$231K -454 -98%
BIA
613
Bell Investment Advisors
California
$5.74K -$2.54K -5 -31%
LI
614
LRI Investments
Florida
$5.74K
MAM
615
Marquette Asset Management
Minnesota
$5.22K +$1.52K +3 +43%
MMCM
616
Murphy & Mullick Capital Management
New York
$5.21K
BHWM
617
Bay Harbor Wealth Management
Maryland
$5.21K +$2.54K +5 +100%
NFSG
618
Newbridge Financial Services Group
Florida
$5.21K +$5.08K +10 New
W
619
WealthCollab
Washington
$4.69K
BWL
620
Bogart Wealth LLC
Virginia
$4.69K +$508 +1 +13%
MAFA
621
MJT & Associates Financial Advisory
Minnesota
$4.69K +$508 +1 +13%
BFS
622
Bare Financial Services
Pennsylvania
$4.69K +$1.52K +3 +50%
SIC
623
SJS Investment Consulting
Ohio
$4.69K +$2.54K +5 +125%
PWA
624
Physician Wealth Advisors
Utah
$4.17K +$1.02K +2 +33%
LSA
625
Leonteq Securities AG
Switzerland
$4.17K -$4.07K -8 -50%