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Name Holding Trade Value Shares
Change
Change in
Stake
GBT
401
Grove Bank & Trust
Florida
$12.8K
TWD
402
True Wealth Design
Ohio
$11.9K +$11K +455 New
CPG
403
Cornerstone Planning Group
New Jersey
$11.5K
GEA
404
Glen Eagle Advisors
New Jersey
$11.5K +$145 +6 +1%
KA
405
Kozak & Associates
Colorado
$11K +$10.5K +435 New
AEPWM
406
Atlantic Edge Private Wealth Management
Florida
$10.4K
NS
407
NBC Securities
Alabama
$10.4K
RWM
408
Raffa Wealth Management
District of Columbia
$10.4K
NFSG
409
Newbridge Financial Services Group
Florida
$9.93K +$120 +5 +1%
MSG
410
Main Street Group
Virginia
$9.26K
CA
411
CoreCap Advisors
Michigan
$8.48K
WSFS
412
Wilmington Savings Fund Society
Delaware
$8.35K -$255K -10,586 -97%
YP
413
YANKCOM Partnership
South Dakota
$8.32K
RWA
414
Redmont Wealth Advisors
Illinois
$7.8K
RS
415
Rakuten Securities
Japan
$7.8K +$7.2K +299 New
VWA
416
Valued Wealth Advisors
Utah
$7.75K
HNW
417
High Note Wealth
Minnesota
$7.49K -$313 -13 -4%
BFS
418
Bare Financial Services
Pennsylvania
$7.49K +$3.2K +133 +86%
CIAM
419
Caitong International Asset Management
Hong Kong
$7.2K +$6.65K +276 New
M
420
MOTCO
Texas
$6.91K
BAM
421
Byrne Asset Management
New Jersey
$6.68K
W
422
WealthCollab
Washington
$6.63K
ME
423
McIlrath & Eck
Washington
$6.42K -$4.38K -182 -43%
TFA
424
Transamerica Financial Advisors
Florida
$6.31K +$5.83K +242 New
SGK
425
Steigerwald Gordon & Koch
Virginia
$5.92K +$5.47K +227 New