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Name Holding Trade Value Shares
Change
Change in
Stake
GPFA
701
Game Plan Financial Advisors
Ohio
$8.88K – – –
B
702
Birchbrook
Maine
$8.83K – – –
CB
703
Community Bank
New York
$8.71K – – –
SC
704
SouthState Corp
Florida
$8.54K -$11.4K -737 -60%
HNW
705
High Note Wealth
Minnesota
$8.31K -$3.3K -213 -31%
BGAI
706
Bruce G. Allen Investments
Colorado
$8.01K -$3.07K -198 -30%
ATC
707
Adirondack Trust Company
New York
$7.97K – – –
AWM
708
Accredited Wealth Management
Kentucky
$7.94K – – –
CCA
709
Catalyst Capital Advisors
New York
$7.89K +$7.02K +453 New
FFO
710
Fortitude Family Office
Arizona
$7.8K -$8.11K -523 -54%
SFA
711
Semmax Financial Advisors
North Carolina
$6.79K +$78 +5 +1%
Q1WB
712
Quest 10 Wealth Builders
Virginia
$6.78K – – –
BCM
713
Boreal Capital Management
Florida
$6.74K +$6K +387 New
DIP
714
DT Investment Partners
Pennsylvania
$6.6K – – –
ZBNA
715
Zions Bancorporation, National Association
Utah
$6.36K -$21.2K -1,369 -79%
PWMG
716
Private Wealth Management Group
New Jersey
$6.25K – – –
CPG
717
Cornerstone Planning Group
New Jersey
$6.17K -$3.43K -221 -39%
TPWA
718
Twin Peaks Wealth Advisors
California
$6.11K +$5.29K +341 New
HIW
719
Holos Integrated Wealth
Pennsylvania
$6.09K – – –
GKIM
720
GW&K Investment Management
Massachusetts
$6K -$667 -43 -11%
BCWM
721
Bartlett & Co Wealth Management
Ohio
$5.85K +$558 +36 +12%
GK
722
Graney & King
New York
$5.64K – – –
MSWA
723
Marshall & Sterling Wealth Advisors
New York
$5.63K +$341 +22 +7%
RA
724
Ransom Advisory
Rhode Island
$5.53K – – –
FW
725
Fairway Wealth
Ohio
$5.39K +$4.85K +313 New