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Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
701
United Financial Planning Group
New York
$6.18K +$7.09K +11 New
ST
702
Smithfield Trust
Pennsylvania
$6K – – –
PSFG
703
Park Square Financial Group
Georgia
$5.62K -$2.58K -4 -29%
BHWM
704
Bay Harbor Wealth Management
Maryland
$5.62K – – –
MAM
705
Marquette Asset Management
Minnesota
$5.62K – – –
MMCM
706
Murphy & Mullick Capital Management
New York
$5.62K – – –
NFSG
707
Newbridge Financial Services Group
Florida
$5.62K – – –
CCMI
708
Creative Capital Management Investments
California
$5.62K +$6.45K +10 New
W
709
WealthCollab
Washington
$5.06K – – –
CA
710
Clearstead Advisors
Ohio
$5.06K +$1.29K +2 +29%
RF
711
Rossby Financial
Florida
$5.06K +$1.29K +2 +29%
BWS
712
Buck Wealth Strategies
Colorado
$5.06K +$5.8K +9 New
GEA
713
Glen Eagle Advisors
New Jersey
$4.5K – – –
PWA
714
Physician Wealth Advisors
Utah
$4.5K – – –
RWM
715
Rialto Wealth Management
New York
$4.5K +$644 +1 +14%
HFS
716
Hughes Financial Services
Virginia
$4.5K +$1.29K +2 +33%
IAS
717
IMA Advisory Services
Colorado
$4.5K +$1.93K +3 +60%
HIA
718
HFM Investment Advisors
New Jersey
$4.5K +$3.22K +5 +167%
CH
719
Cromwell Holdings
Wyoming
$4.5K +$5.16K +8 New
VR
720
Vision Retirement
New Jersey
$4.5K +$5.16K +8 New
MAFA
721
MJT & Associates Financial Advisory
Minnesota
$3.94K -$1.29K -2 -22%
NSIM
722
North Star Investment Management
Illinois
$3.94K – – –
PWMG
723
Prestige Wealth Management Group
New Jersey
$3.94K – – –
DPW
724
DiNuzzo Private Wealth
Pennsylvania
$3.94K +$644 +1 +17%
ACM
725
Accent Capital Management
Ohio
$3.94K +$4.51K +7 New