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Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
551
Pacific Capital Wealth Advisors
California
$826 – – –
PFSC
552
Peoples Financial Services Corp
Pennsylvania
$826 – – –
Toronto Dominion Bank
553
Toronto Dominion Bank
Ontario, Canada
$826 – – –
TWD
554
True Wealth Design
Ohio
$810 +$209 +25 +34%
WPWM
555
Western Pacific Wealth Management
Illinois
$799 +$8 +1 +1%
AWM
556
Abound Wealth Management
Tennessee
$752 -$2.47K -295 -76%
TWP
557
Triad Wealth Partners
Kansas
$743 +$752 +90 New
KFS
558
Kelly Financial Services
Massachusetts
$643 -$6.75K -808 -91%
RCM
559
Raleigh Capital Management
North Carolina
$496 – – –
RFS
560
Richardson Financial Services
Massachusetts
$421 – – –
Avior Wealth Management
561
Avior Wealth Management
Nebraska
$413 -$88.2K -10,550 -100%
GGI
562
Godsey & Gibb Inc
Virginia
$413 – – –
GJIA
563
Glass Jacobson Investment Advisors
Maryland
$339 – – –
MFG
564
Mendota Financial Group
Wisconsin
$339 +$343 +41 New
RWM
565
Raffa Wealth Management
District of Columbia
$281 – – –
CAS
566
Coppell Advisory Solutions
Texas
$281 +$284 +34 New
CB
567
Chris Bulman
California
$273 +$276 +33 New
HI
568
Hoey Investments
Pennsylvania
$265 – – –
BGAI
569
Bruce G. Allen Investments
Colorado
$256 – – –
Zurich Cantonal Bank
570
Zurich Cantonal Bank
Switzerland
$248 – – –
LIA
571
Lynx Investment Advisory
District of Columbia
$212 +$217 +26 New
FG
572
Fairman Group
Pennsylvania
$207 – – –
CMA
573
Cedar Mountain Advisors
Oregon
$182 – – –
BSB
574
Bangor Savings Bank
Maine
$99 – – –
Leonteq Securities AG
575
Leonteq Securities AG
Switzerland
$58 – – –