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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
326
Physician Wealth Advisors
Utah
$1.26K +$305 +33 +36%
SIC
327
SJS Investment Consulting
Ohio
$1.04K +$28 +3 +3%
SC
328
Swan Capital
Florida
$1.01K
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$982 -$4.46K -482 -83%
BGAI
330
Bruce G. Allen Investments
Colorado
$951 +$278 +30 +47%
Walleye Capital
331
Walleye Capital
New York
$891 -$1K -108 -55%
SO
332
Sierra Ocean
California
$880
BWL
333
Bogart Wealth LLC
Virginia
$668 +$611 +66 New
KG
334
Kilter Group
New York
$658 +$602 +65 New
HFS
335
Hughes Financial Services
Virginia
$652 +$592 +64 New
MCM
336
MAI Capital Management
Ohio
$648 +$592 +64 New
BFS
337
Bare Financial Services
Pennsylvania
$567 +$167 +18 +47%
CTWM
338
Cherry Tree Wealth Management
Minnesota
$527
AssetMark Inc
339
AssetMark Inc
California
$526 -$28 -3 -5%
AWM
340
Activest Wealth Management
Florida
$385 -$824 -89 -70%
SC
341
SouthState Corp
Florida
$253 -$93 -10 -29%
CH
342
Cromwell Holdings
Wyoming
$233 +$213 +23 New
WA
343
Whipplewood Advisors
Colorado
$233 +$213 +23 New
Nisa Investment Advisors
344
Nisa Investment Advisors
Missouri
$202 -$49K -5,295 -100%
MCM
345
MV Capital Management
Maryland
$162 -$130 -14 -47%
CFD
346
Creative Financial Designs
Indiana
$152 +$139 +15 New
RIL
347
Rothschild Investment LLC
Illinois
$121 -$148 -16 -57%
WCM
348
WealthTrak Capital Management
Virginia
$102
RWM
349
Rialto Wealth Management
New York
$92 +$83 +9 New
HIA
350
HFM Investment Advisors
New Jersey
$20 +$9 +1 +100%