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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
651
Elevation Wealth Partners
California
$3.42K +$3.85K +25 New
CH
652
Cromwell Holdings
Wyoming
$3.15K -$154 -1 -4%
AWM
653
Abound Wealth Management
Tennessee
$3.01K – – –
CAL
654
Capital Advisors Ltd
Ohio
$3K -$10K -65 -73%
AW
655
Avion Wealth
Texas
$3K -$2.15K -14 -33%
S
656
Sachetta
Massachusetts
$2.87K – – –
CoreCap Advisors
657
CoreCap Advisors
Michigan
$2.46K -$2.62K -17 -49%
Q1WB
658
Quest 10 Wealth Builders
Virginia
$2.36K -$6.77K -44 -72%
First Command Advisory Services
659
First Command Advisory Services
Texas
$2.33K – – –
CIA
660
Cape Investment Advisory
Georgia
$2.19K – – –
MCM
661
MV Capital Management
Maryland
$2.05K -$43.7K -284 -95%
CIAS
662
CBIZ Investment Advisory Services
Ohio
$1.92K -$12.6K -82 -85%
HWP
663
Highline Wealth Partners
California
$1.92K – – –
PWMG
664
Prestige Wealth Management Group
New Jersey
$1.64K -$1.08K -7 -37%
PWAM
665
Private Wealth Asset Management
Iowa
$1.64K +$1.54K +10 +500%
AFWM
666
Abich Financial Wealth Management
Virginia
$1.5K +$1.69K +11 New
AP
667
Aspect Partners
Virginia
$1.5K +$1.69K +11 New
FHC
668
First Horizon Corporation
Tennessee
$1.5K +$1.69K +11 New
SAM
669
Strive Asset Management
Ohio
$1.5K +$1.69K +11 New
SIC
670
SJS Investment Consulting
Ohio
$1.37K -$154 -1 -9%
BL
671
BFSG LLC
California
$1.37K – – –
HNW
672
High Note Wealth
Minnesota
$1.37K -$2.31K -15 -60%
OP
673
ORG Partners
Indiana
$1.37K -$462 -3 -23%
PPA
674
Painted Porch Advisors
California
$1.37K – – –
BHWM
675
Bay Harbor Wealth Management
Maryland
$1.23K +$308 +2 +29%