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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
SOA Wealth Advisors
New York
$2.33K
TIM
427
Total Investment Management
Arizona
$2.33K +$2.06K +532 New
BTI
428
Blue Trust Inc
Georgia
$2.21K -$50 -13 -3%
IWM
429
Inlight Wealth Management
Georgia
$2.19K
OPTFSNA
430
Old Point Trust & Financial Services N A
Virginia
$2.19K
PLU
431
Performa Ltd (US)
South Carolina
$2.19K
ATC
432
Adirondack Trust Company
New York
$2.19K +$1.94K +500 New
CWIG
433
Chung Wu Investment Group
Texas
$2.19K +$1.94K +500 New
FMP
434
Financial Management Professionals
Texas
$2.1K
AT
435
Arlington Trust
Alabama
$2.08K
FFO
436
Fortitude Family Office
Arizona
$2.02K +$70 +18 +4%
WCM
437
Winthrop Capital Management
Indiana
$2K
BF
438
BOK Financial
Oklahoma
$1.98K
BWL
439
Bogart Wealth LLC
Virginia
$1.95K
FGC
440
Financial Gravity Companies
Texas
$1.83K +$1.62K +418 New
PWA
441
Physician Wealth Advisors
Utah
$1.59K +$616 +159 +78%
WSFS
442
Wilmington Savings Fund Society
Delaware
$1.59K
NEWAS
443
N.E.W. Advisory Services
Wisconsin
$1.55K
HIW
444
Holos Integrated Wealth
Pennsylvania
$1.45K
CBT
445
CoreFirst Bank & Trust
Kansas
$1.45K +$1.28K +330 New
JFA
446
JNBA Financial Advisors
Minnesota
$1.44K +$942 +243 +279%
MWA
447
Medallion Wealth Advisors
Connecticut
$1.42K
JWA
448
JFS Wealth Advisors
Pennsylvania
$1.38K +$388 +100 +47%
IHWM
449
Iron Horse Wealth Management
Iowa
$1.31K
IRAG
450
Investment Research & Advisory Group
Georgia
$1.31K +$1.16K +299 New