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Name Holding Trade Value Shares
Change
Change in
Stake
TM
901
Torren Management
California
$1.53K -$9.14K -51 -84%
CWA
902
Carolina Wealth Advisors
South Carolina
$1.53K – – –
PWMG
903
Prestige Wealth Management Group
New Jersey
$1.53K – – –
PCFFS
904
Pacific Center for Financial Services
California
$1.38K -$896 -5 -36%
BGAI
905
Bruce G. Allen Investments
Colorado
$1.38K -$179 -1 -10%
RWM
906
Rialto Wealth Management
New York
$1.38K +$717 +4 +80%
VWA
907
Valued Wealth Advisors
Utah
$1.23K -$179 -1 -11%
OC
908
Oakworth Capital
Alabama
$1.23K – – –
TFM
909
TFC Financial Management
Massachusetts
$1.23K +$179 +1 +14%
FFO
910
Fortitude Family Office
Arizona
$1.07K -$7.17K -40 -85%
CFG
911
Clayton Financial Group
Missouri
$1.07K – – –
MWM
912
Mascoma Wealth Management
New Hampshire
$1.07K – – –
First Command Advisory Services
913
First Command Advisory Services
Texas
$1.07K +$1.25K +7 New
BHWM
914
Bay Harbor Wealth Management
Maryland
$1.07K +$359 +2 +40%
PS
915
PayPay Securities
Japan
$978 – – –
BWM
916
Bullock Wealth Management
Indiana
$953 – – –
SouthState Corp
917
SouthState Corp
Florida
$919 -$1.08K -6 -50%
MSWA
918
Marshall & Sterling Wealth Advisors
New York
$919 – – –
NB
919
NBT Bank
New York
$919 +$1.08K +6 New
WTA
920
Washington Trust Advisors
Massachusetts
$919 +$1.08K +6 New
TFA
921
Transamerica Financial Advisors
Florida
$918 -$1.61K -9 -60%
MAS
922
MPWM Advisory Solutions
Georgia
$918 – – –
WSA
923
Wealth Science Advisors
Georgia
$831 +$717 +4 New
WA
924
WPG Advisers
Maryland
$766 -$7.17K -40 -89%
AP
925
Atwood & Palmer
Missouri
$766 – – –