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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
601
Principia Wealth Advisory
Texas
$809 +$823 +78 New
CB
602
Centennial Bank
Arkansas
$736 – – –
WA
603
WPG Advisers
Maryland
$726 – – –
HWA
604
HHM Wealth Advisors
Tennessee
$612 -$1.05K -100 -63%
CWP
605
Concord Wealth Partners
Virginia
$519 – – –
KG
606
Kilter Group
New York
$509 +$517 +49 New
PMIM
607
Prudent Man Investment Management
Colorado
$477 – – –
BA
608
Bellwether Advisors
Nebraska
$425 – – –
HIW
609
Holos Integrated Wealth
Pennsylvania
$382 – – –
BGAI
610
Bruce G. Allen Investments
Colorado
$321 – – –
RJA
611
Ross\Johnson & Associates
Minnesota
$311 – – –
FFO
612
Fortitude Family Office
Arizona
$270 -$4.51K -428 -94%
AWM
613
Abound Wealth Management
Tennessee
$270 -$274 -26 -50%
CCMI
614
Creative Capital Management Investments
California
$259 – – –
FG
615
Fairman Group
Pennsylvania
$259 – – –
TCM
616
Traub Capital Management
Massachusetts
$207 +$211 +20 New
BCM
617
Blume Capital Management
California
$198 +$200 +19 New
MMCM
618
Murphy & Mullick Capital Management
New York
$189 +$211 +20 New
PSFG
619
Park Square Financial Group
Georgia
$176 – – –
HNW
620
High Note Wealth
Minnesota
$135 – – –
LSA
621
Leonteq Securities AG
Switzerland
$73 – – –
MAM
622
Morse Asset Management
Connecticut
$31 – – –
N
623
Natixis
France
$10 – – –
EP
624
Essential Partners
California
$10 +$11 +1 New
KA
625
Kozak & Associates
Colorado
$6 -$6.2K -588 -100%