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Name Holding Trade Value Shares
Change
Change in
Stake
BGA
751
Battery Global Advisors
Massachusetts
$1.8K +$3.76K +48 New
WWM
752
Wolff Wiese Magana
California
$1.64K – – –
RWM
753
Rialto Wealth Management
New York
$1.64K +$78 +1 +5%
SC
754
SouthState Corp
Florida
$1.56K +$1.1K +14 +280%
GFA
755
Godfrey Financial Associates
New York
$1.56K +$1.49K +19 New
RWS
756
Retirement Wealth Solutions
Wisconsin
$1.39K – – –
SFS
757
Sunrise Financial Services
Washington
$1.31K +$1.25K +16 New
DF
758
Dunhill Financial
United Kingdom
$1.28K +$314 +4 +33%
IPS
759
Investors Portfolio Services
Washington
$1.24K +$1.18K +15 New
BGAI
760
Bruce G. Allen Investments
Colorado
$1.23K – – –
NL
761
NVWM LLC
Pennsylvania
$1.23K +$392 +5 +50%
S
762
Sachetta
Massachusetts
$1.15K -$7.84K -100 -88%
CFG
763
Clayton Financial Group
Missouri
$1.15K +$1.1K +14 New
TC
764
Trust Company
Kansas
$984 -$36.3K -463 -97%
HWP
765
Highline Wealth Partners
California
$984 – – –
PWA
766
Principia Wealth Advisory
Texas
$984 – – –
PWMG
767
Private Wealth Management Group
New Jersey
$984 – – –
BHWM
768
Bay Harbor Wealth Management
Maryland
$984 +$314 +4 +50%
MEG
769
Millstone Evans Group
Colorado
$902 – – –
CFM
770
Cornerstone Financial Management
Massachusetts
$902 +$862 +11 New
TBFA
771
Three Bearings Fiduciary Advisors
New Hampshire
$894 +$784 +10 New
SG
772
Sankala Group
Colorado
$893 +$706 +9 New
RWM
773
Raffa Wealth Management
District of Columbia
$820 – – –
AWM
774
Abound Wealth Management
Tennessee
$738 – – –
CWP
775
Clark Wealth Partners
Illinois
$738 – – –