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Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
501
Financial Network Wealth Advisors
Utah
$1.2K
LI
502
LRI Investments
Florida
$1.2K
BIA
503
Bell Investment Advisors
California
$1.12K +$520 +13 +81%
MCM
504
MV Capital Management
Maryland
$1.08K -$2.08K -52 -65%
CH
505
Cromwell Holdings
Wyoming
$1.08K +$560 +14 +100%
AW
506
Ankerstar Wealth
Texas
$1.04K +$1.08K +27 New
CMA
507
Cedar Mountain Advisors
Oregon
$1.04K +$1.08K +27 New
OAJ
508
Ogorek Anthony Joseph
New York
$1K -$1.16K -29 -49%
AW
509
Avion Wealth
Texas
$1K +$1.12K +28 New
CFD
510
Creative Financial Designs
Indiana
$889 +$200 +5 +28%
CPG
511
Cornerstone Planning Group
New Jersey
$845 +$160 +4 +29%
AA
512
Addison Advisors
Vermont
$773
ZBNA
513
Zions Bancorporation, National Association
Utah
$580 -$118K -2,941 -99%
FC
514
Financial Consulate
Maryland
$580 -$320 -8 -35%
RF
515
Rossby Financial
Florida
$541 +$560 +14 New
CIAM
516
Caitong International Asset Management
Hong Kong
$502 -$143K -3,587 -100%
AIS
517
Advocate Investing Services
Maryland
$464 +$480 +12 New
PWA
518
Physician Wealth Advisors
Utah
$464 +$480 +12 New
TBFA
519
Three Bearings Fiduciary Advisors
New Hampshire
$446 +$400 +10 New
GWP
520
Gen-Wealth Partners
Michigan
$386
Kayne Anderson Rudnick Investment Management
521
Kayne Anderson Rudnick Investment Management
California
$386
YAL
522
Your Advocates Ltd
Texas
$386
BFS
523
Bare Financial Services
Pennsylvania
$386 +$400 +10 New
WW
524
Winnow Wealth
Texas
$351 +$360 +9 New
AWM
525
Abound Wealth Management
Tennessee
$348 +$320 +8 +800%