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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1301
Atala Financial
California
$6.77K – – –
FMP
1302
Financial Management Professionals
Texas
$6.16K +$317 +5 +6%
AW
1303
Avion Wealth
Texas
$6K – – –
HFS
1304
Hughes Financial Services
Virginia
$5.72K +$5.32K +84 New
CWC
1305
Carolinas Wealth Consulting
North Carolina
$5.62K – – –
QL
1306
Quarry LP
New York
$5.55K +$570 +9 +12%
CWM
1307
CarsonAllaria Wealth Management
Illinois
$5.52K -$127 -2 -2%
BC
1308
Barrett & Company
Rhode Island
$5.08K – – –
MAS
1309
MPWM Advisory Solutions
Georgia
$5.01K – – –
UCB
1310
United Community Bank
South Carolina
$5.01K +$4.69K +74 New
B
1311
Birchbrook
Maine
$4.73K – – –
CPG
1312
Cornerstone Planning Group
New Jersey
$4.68K +$1.08K +17 +35%
CAC
1313
Core Alternative Capital
Georgia
$4.47K – – –
FAM
1314
Flaharty Asset Management
Florida
$4.2K +$3.93K +62 New
KWM
1315
Kiker Wealth Management
Georgia
$4.2K +$3.93K +62 New
SIM
1316
Studio Investment Management
Illinois
$4.13K – – –
PCM
1317
Penserra Capital Management
California
$4K -$107K -1,686 -97%
TC
1318
Truvestments Capital
Florida
$3.99K +$3.74K +59 New
IHWM
1319
Iron Horse Wealth Management
Iowa
$3.79K – – –
AP
1320
Aspect Partners
Virginia
$3.65K – – –
PAM
1321
Parvin Asset Management
South Dakota
$3.52K +$3.29K +52 New
WCM
1322
WealthTrak Capital Management
Virginia
$3.38K +$1.27K +20 +67%
GP
1323
Greenline Partners
New York
$3.38K +$3.17K +50 New
DWM
1324
Darwin Wealth Management
Florida
$3.31K – – –
TFM
1325
TFC Financial Management
Massachusetts
$3.2K – – –