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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1051
HHM Wealth Advisors
Tennessee
$5.69K -$29.7K -1,060 -85%
VWM
1052
Venturi Wealth Management
Texas
$5.45K +$448 +16 +10%
MLA
1053
MB, Levis & Associates
Pennsylvania
$5.31K +$28 +1 +0.6%
RWM
1054
Ruedi Wealth Management
Illinois
$5.3K
BG
1055
Bollard Group
Massachusetts
$5K +$56 +2 +1%
GA
1056
GoalVest Advisory
New York
$4.81K +$1.4K +50 +45%
RCM
1057
Raleigh Capital Management
North Carolina
$4.81K +$4.48K +160 New
RG
1058
Retirement Group
California
$4.69K
MFT
1059
Moisand Fitzgerald Tamayo
Florida
$4.63K
TCG
1060
Transcendent Capital Group
Oklahoma
$4.63K +$4.31K +154 New
MSWM
1061
McGlone Suttner Wealth Management
Wisconsin
$4.39K +$4.09K +146 New
CAM
1062
Creekmur Asset Management
Illinois
$4.3K +$4K +143 New
CAM
1063
ClariVest Asset Management
California
$4.25K +$3.53K +126 +840%
CPA
1064
Clear Point Advisors
New York
$4.05K +$3.78K +135 New
CSB
1065
City State Bank
Iowa
$4K
CB
1066
Community Bank
New York
$3.88K
PS
1067
PayPay Securities
Japan
$3.53K +$868 +31 +36%
CAM
1068
Chesapeake Asset Management
New York
$3.46K +$28 +1 +0.9%
BFA
1069
BBJS Financial Advisors
Washington
$3.41K +$28 +1 +0.9%
PCMC
1070
Planning Capital Management Corporation
Pennsylvania
$3.4K +$3.17K +113 New
BL
1071
BFSG LLC
California
$3.39K +$3.17K +113 New
BC
1072
Barrett & Company
Rhode Island
$3.29K
PP
1073
PFS Partners
New Jersey
$3.07K +$28 +1 +1%
LF
1074
Lee Financial
Texas
$3.04K +$1.9K +68 +213%
SC
1075
Stephens Consulting
Michigan
$3.01K