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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$2.57K +$705 +14 +44%
BC
302
Bayforest Capital
United Kingdom
$2.51K +$2.27K +45 New
PWMG
303
Private Wealth Management Group
New Jersey
$2.18K
PPC
304
Park Place Capital
Alabama
$2.06K +$1.86K +37 New
MCM
305
MAI Capital Management
Ohio
$1.95K -$16.3K -323 -90%
FCAS
306
First Command Advisory Services
Texas
$1.9K +$1.71K +34 New
FNWA
307
Financial Network Wealth Advisors
Utah
$1.73K
TF
308
Tompkins Financial
New York
$1.73K +$1.56K +31 New
TFA
309
Toth Financial Advisory
Virginia
$1.67K +$1.51K +30 New
CPG
310
Cornerstone Planning Group
New Jersey
$1.67K
CIAM
311
Caitong International Asset Management
Hong Kong
$1.56K +$1.41K +28 New
RWM
312
Rialto Wealth Management
New York
$1.23K
GFA
313
Godfrey Financial Associates
New York
$1.23K +$1.11K +22 New
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$1.17K +$1.01K +20 +2,000%
ZBNA
315
Zions Bancorporation, National Association
Utah
$1.12K +$1.01K +20 New
CMA
316
Cedar Mountain Advisors
Oregon
$1.06K +$151 +3 +19%
HFS
317
Hughes Financial Services
Virginia
$1K
AW
318
Avion Wealth
Texas
$1K
CAL
319
Capital Advisors Ltd
Ohio
$1K
BIM
320
Breakwater Investment Management
Washington
$949
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$781 +$252 +5 +56%
RJA
322
Ross\Johnson & Associates
Minnesota
$725 +$655 +13 New
AW
323
Ankerstar Wealth
Texas
$614 +$554 +11 New
KG
324
Kilter Group
New York
$558 +$504 +10 New
BHWM
325
Bay Harbor Wealth Management
Maryland
$502 +$252 +5 +125%