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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
601
Highline Wealth Partners
California
$738 +$726 +12 New
MEG
602
Millstone Evans Group
Colorado
$676 – – –
RA
603
Rise Advisors
New York
$676 +$665 +11 New
WA
604
Whipplewood Advisors
Colorado
$676 +$726 +12 +109%
PA
605
PSI Advisors
Florida
$615 – – –
RWM
606
Raffa Wealth Management
District of Columbia
$615 – – –
RI
607
Ridgewood Investments
New Jersey
$615 – – –
NL
608
NVWM LLC
Pennsylvania
$615 +$302 +5 +100%
RS
609
Rakuten Securities
Japan
$615 +$605 +10 New
PWA
610
Principia Wealth Advisory
Texas
$497 +$242 +4 +80%
KSWA
611
Kathleen S. Wright Associates
Pennsylvania
$433 +$60 +1 +17%
AWM
612
Activest Wealth Management
Florida
$369 +$363 +6 New
RF
613
Robbins Farley
New Hampshire
$308 – – –
TSMHT
614
Thurston Springer Miller Herd & Titak
Indiana
$307 – – –
CAM
615
Chesapeake Asset Management
New York
$307 +$302 +5 New
CFD
616
Creative Financial Designs
Indiana
$307 +$302 +5 New
T
617
Transce3nd
Texas
$246 – – –
HIA
618
HFM Investment Advisors
New Jersey
$246 +$242 +4 New
WW
619
Winnow Wealth
Texas
$219 +$60 +1 +33%
ACA
620
Atlas Capital Advisors
Wyoming
$184 – – –
PWM
621
Parkworth Wealth Management
California
$184 – – –
TCM
622
TruNorth Capital Management
Michigan
$184 – – –
WA
623
WestEnd Advisors
North Carolina
$184 +$121 +2 +200%
BHWM
624
Bay Harbor Wealth Management
Maryland
$184 +$181 +3 New
PCTC
625
Perkins Coie Trust Company
Washington
$184 +$181 +3 New