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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1176
AXS Investments
New York
$48.4K +$50K +718 New
WOSD
1177
WFA of San Diego
California
$47.2K
SC
1178
Solstein Capital
California
$44.8K
SC
1179
SouthState Corp
Florida
$43.8K -$5.57K -80 -11%
HNW
1180
High Note Wealth
Minnesota
$42.9K
CBT
1181
Crews Bank & Trust
Florida
$42.6K
FDW
1182
Fourth Dimension Wealth
Ohio
$42.1K +$43.5K +625 New
CIAM
1183
Caitong International Asset Management
Hong Kong
$40.9K -$101K -1,446 -70%
JWA
1184
JFS Wealth Advisors
Pennsylvania
$40.6K -$348 -5 -0.8%
VWA
1185
Valued Wealth Advisors
Utah
$40.5K +$1.32K +19 +3%
PWMG
1186
Prestige Wealth Management Group
New Jersey
$38.8K +$139 +2 +0.3%
MWA
1187
Medallion Wealth Advisors
Connecticut
$37.8K -$1.39K -20 -3%
DWS
1188
Dynamic Wealth Strategies
California
$37.7K
HI
1189
Hoey Investments
Pennsylvania
$37.5K +$3.48K +50 +10%
ATC
1190
Adirondack Trust Company
New York
$37.2K -$70 -1 -0.2%
PWA
1191
Physician Wealth Advisors
Utah
$35.9K +$975 +14 +3%
TIM
1192
Thompson Investment Management
Wisconsin
$35.7K
QWM
1193
Quaker Wealth Management
New Jersey
$35.4K
WFA
1194
West Financial Advisors
Iowa
$35K -$9.54K -137 -21%
EWM
1195
Evolution Wealth Management
Florida
$34.6K +$418 +6 +1%
VWWMG
1196
Vermillion & White Wealth Management Group
Pennsylvania
$34.4K +$4.59K +66 +15%
PWA
1197
Provenance Wealth Advisors
Florida
$34.4K
RS
1198
Rakuten Securities
Japan
$33.7K -$5.85K -84 -14%
FP
1199
Financial Perspectives
Minnesota
$33.7K
RF
1200
Robinswood Financial
Washington
$33.7K +$70 +1 +0.2%