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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
451
Atlantic Union Bankshares
Virginia
$2.91K – – –
KG
452
Kilter Group
New York
$2.75K – – –
AAG
453
Armstrong Advisory Group
Massachusetts
$2.72K – – –
TWD
454
True Wealth Design
Ohio
$2.5K -$6.85K -490 -74%
CFO
455
CVA Family Office
Colorado
$2.5K +$1.86K +133 +350%
GFA
456
Godfrey Financial Associates
New York
$2.48K – – –
AAS
457
Ameritas Advisory Services
Nebraska
$2.29K +$2.19K +157 New
APFP
458
Action Point Financial Planning
Michigan
$2.25K +$2.21K +158 New
IRC
459
Investors Research Corp
Georgia
$2.19K – – –
CT
460
Clearstead Trust
Maine
$2.13K +$154 +11 +8%
HWP
461
Highline Wealth Partners
California
$2.1K -$503 -36 -20%
S
462
Sachetta
Massachusetts
$1.99K +$154 +11 +9%
JWA
463
JFS Wealth Advisors
Pennsylvania
$1.81K +$1.45K +104 +520%
CSPIA
464
Cary Street Partners Investment Advisory
Virginia
$1.77K +$1.69K +121 New
AF
465
Advisornet Financial
Minnesota
$1.48K – – –
NA
466
NewEdge Advisors
Louisiana
$1.46K -$229K -16,365 -99%
ADL
467
Asset Dedication LLC
California
$1.46K +$1.4K +100 New
RWM
468
Rialto Wealth Management
New York
$1.42K +$1.36K +97 New
CJ
469
Caitlin John
Michigan
$1.42K – – –
CH
470
Cromwell Holdings
Wyoming
$1.4K +$461 +33 +52%
MNA
471
Manning & Napier Advisors
New York
$1.24K +$1.13K +81 New
PMFA
472
Plante Moran Financial Advisors
Michigan
$1.21K +$1.16K +83 New
ICM
473
Islay Capital Management
Texas
$1.17K – – –
CIA
474
Cape Investment Advisory
Georgia
$1.17K +$1.12K +80 New
AW
475
Ankerstar Wealth
Texas
$1.11K – – –