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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
651
WR Wealth Planners
Missouri
$346 -$14.6K -500 -98%
GWSA
652
Global Wealth Strategies & Associates
Colorado
$346 – – –
RAM
653
Ramirez Asset Management
New York
$346 – – –
RAM
654
Riggs Asset Management
Pennsylvania
$346 – – –
WFA
655
Wells Financial Advisors
Massachusetts
$346 – – –
TCM
656
Tradewinds Capital Management
Washington
$346 +$262 +9 +900%
CB
657
Community Bank
New York
$345 – – –
CB
658
Centennial Bank
Arkansas
$311 – – –
GA
659
GoalVest Advisory
New York
$311 – – –
MCM
660
MidAtlantic Capital Management
Virginia
$311 – – –
RFG
661
REAP Financial Group
Texas
$311 – – –
FP
662
Financial Perspectives
Minnesota
$277 – – –
T
663
Transce3nd
Texas
$277 +$233 +8 New
CI
664
Cordant Inc
Oregon
$208 – – –
MSWM
665
Mowery & Schoenfeld Wealth Management
Illinois
$208 – – –
PWM
666
Parkworth Wealth Management
California
$208 +$175 +6 New
RF
667
Robinswood Financial
Washington
$207 – – –
GTAM
668
Global Trust Asset Management
Florida
$173 – – –
MSFP
669
Mark Sheptoff Financial Planning
Connecticut
$173 – – –
MFC
670
Mechanics Financial Corp
Ohio
$173 – – –
PA
671
PSI Advisors
Florida
$173 – – –
CIAM
672
Caitong International Asset Management
Hong Kong
$173 +$146 +5 New
KIM
673
Kestra Investment Management
Texas
$173 +$146 +5 New
WCM
674
WealthTrak Capital Management
Virginia
$173 +$146 +5 New
PBK
675
Peoples Bank (Kansas)
Kansas
$172 – – –