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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
451
Armstrong Advisory Group
Massachusetts
$2.72K
TWD
452
True Wealth Design
Ohio
$2.5K -$6.85K -490 -74%
CFO
453
CVA Family Office
Colorado
$2.5K +$1.86K +133 +350%
GFA
454
Godfrey Financial Associates
New York
$2.48K
AAS
455
Ameritas Advisory Services
Nebraska
$2.29K +$2.19K +157 New
APFP
456
Action Point Financial Planning
Michigan
$2.25K +$2.21K +158 New
IRC
457
Investors Research Corp
Georgia
$2.19K
CT
458
Clearstead Trust
Maine
$2.13K +$154 +11 +8%
HWP
459
Highline Wealth Partners
California
$2.1K -$503 -36 -20%
S
460
Sachetta
Massachusetts
$1.99K +$154 +11 +9%
JWA
461
JFS Wealth Advisors
Pennsylvania
$1.81K +$1.45K +104 +520%
CSPIA
462
Cary Street Partners Investment Advisory
Virginia
$1.77K +$1.69K +121 New
AF
463
Advisornet Financial
Minnesota
$1.48K
NA
464
NewEdge Advisors
Louisiana
$1.46K -$229K -16,365 -99%
ADL
465
Asset Dedication LLC
California
$1.46K +$1.4K +100 New
RWM
466
Rialto Wealth Management
New York
$1.42K +$1.36K +97 New
CJ
467
Caitlin John
Michigan
$1.42K
CH
468
Cromwell Holdings
Wyoming
$1.4K +$461 +33 +52%
MNA
469
Manning & Napier Advisors
New York
$1.24K +$1.13K +81 New
PMFA
470
Plante Moran Financial Advisors
Michigan
$1.21K +$1.16K +83 New
ICM
471
Islay Capital Management
Texas
$1.17K
CIA
472
Cape Investment Advisory
Georgia
$1.17K +$1.12K +80 New
AW
473
Ankerstar Wealth
Texas
$1.11K
IAS
474
IMA Advisory Services
Colorado
$1.11K +$392 +28 +58%
DFC
475
DB Fitzpatrick & Co
Idaho
$1.02K +$210 +15 +27%