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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
526
CIBC Private Wealth Group
Georgia
$968 +$251 +15 +52%
PS
527
PayPay Securities
Japan
$953 – – –
CH
528
Cromwell Holdings
Wyoming
$881 – – –
MCM
529
MV Capital Management
Maryland
$881 – – –
HCM
530
Hollencrest Capital Management
California
$880 – – –
RWM
531
Raffa Wealth Management
District of Columbia
$748 – – –
PWA
532
Physician Wealth Advisors
Utah
$705 – – –
CIA
533
Cape Investment Advisory
Georgia
$682 – – –
RF
534
Robinswood Financial
Washington
$660 – – –
RWM
535
Rialto Wealth Management
New York
$529 -$134 -8 -25%
GAG
536
Goodman Advisory Group
Massachusetts
$440 +$335 +20 New
HWP
537
Highline Wealth Partners
California
$374 – – –
PAM
538
Palisade Asset Management
Minnesota
$287 +$218 +13 New
KFI
539
Key Financial Inc
Pennsylvania
$284 – – –
BHWM
540
Beaird Harris Wealth Management
Texas
$264 +$201 +12 New
CFD
541
Creative Financial Designs
Indiana
$220 -$144K -8,595 -100%
WWM
542
Wolff Wiese Magana
California
$155 – – –
CoreCap Advisors
543
CoreCap Advisors
Michigan
$154 – – –
SIC
544
SJS Investment Consulting
Ohio
$111 – – –
ME
545
McIlrath & Eck
Washington
$110 – – –
TIM
546
Tortoise Investment Management
New York
$110 – – –
HC
547
Hurley Capital
New York
$66 – – –
DFA
548
DHJJ Financial Advisors
Illinois
$45 – – –
Atlantic Union Bankshares
549
Atlantic Union Bankshares
Virginia
$23 – – –
AWM
550
Activest Wealth Management
Florida
$22 – – –