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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
701
Salem Investment Counselors
North Carolina
$8.54K +$8.56K +80 New
FCAS
702
First Command Advisory Services
Texas
$8.11K +$5.25K +49 +181%
AW
703
Avion Wealth
Texas
$8K – – –
SL
704
Salomon & Ludwin
Virginia
$7.97K – – –
TWIM
705
TIAA Wealth Investment Management
New York
$7.9K +$7.92K +74 New
SC
706
SouthState Corp
Florida
$7.68K – – –
EFMH
707
E Fund Management (HK)
Hong Kong
$7.37K – – –
KAS
708
Kemnay Advisory Services
New York
$7.26K +$7.28K +68 New
BGAI
709
Bruce G. Allen Investments
Colorado
$6.94K – – –
RTL
710
Red Tortoise LLC
Georgia
$6.62K – – –
FG
711
Fairman Group
Pennsylvania
$6.4K – – –
KG
712
Kilter Group
New York
$6.08K +$856 +8 +16%
AT
713
Arlington Trust
Alabama
$6.08K +$6.1K +57 New
SA
714
Scarborough Advisors
Maryland
$6.08K +$6.1K +57 New
S
715
Sachetta
Massachusetts
$5.98K – – –
FMP
716
Financial Management Professionals
Texas
$5.66K – – –
PWMG
717
Prestige Wealth Management Group
New Jersey
$5.23K – – –
SWIM
718
Smallwood Wealth Investment Management
New Jersey
$5.11K – – –
WSFS
719
Wilmington Savings Fund Society
Delaware
$5.02K – – –
HFS
720
Hughes Financial Services
Virginia
$4.27K +$107 +1 +3%
RWM
721
Raffa Wealth Management
District of Columbia
$4.16K +$428 +4 +11%
FC
722
Financial Consulate
Maryland
$3.95K +$2.35K +22 +147%
ACA
723
American Capital Advisory
Idaho
$3.74K – – –
BHWM
724
Bay Harbor Wealth Management
Maryland
$3.73K +$1.07K +10 +40%
PWA
725
Physician Wealth Advisors
Utah
$3.63K -$535 -5 -13%