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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
326
Strategic Investment Solutions
Illinois
$12.4K
PWAM
327
Private Wealth Asset Management
Iowa
$10.3K +$9.11K +40 New
RFP
328
Root Financial Partners
California
$9.83K +$1.82K +8 +27%
MAM
329
Marquette Asset Management
Minnesota
$7.76K +$6.83K +30 New
CA
330
Clearstead Advisors
Ohio
$6.72K -$271K -1,192 -98%
EWP
331
Elevation Wealth Partners
California
$6.47K +$5.69K +25 New
MA
332
MCF Advisors
Kentucky
$6.47K +$5.69K +25 New
GSWM
333
Golden State Wealth Management
California
$6.47K
SS
334
SBI Securities
Japan
$5.69K
JWA
335
JFS Wealth Advisors
Pennsylvania
$4.92K +$910 +4 +27%
SIC
336
SJS Investment Consulting
Ohio
$4.4K +$3.41K +15 +750%
IWP
337
IAG Wealth Partners
Wisconsin
$4.4K
TWD
338
True Wealth Design
Ohio
$4.14K +$683 +3 +23%
BGAI
339
Bruce G. Allen Investments
Colorado
$3.88K
HFS
340
Hughes Financial Services
Virginia
$3.62K
CIA
341
Cape Investment Advisory
Georgia
$3.36K -$228 -1 -7%
LFG
342
Larson Financial Group
Missouri
$3.36K +$455 +2 +18%
IAIM
343
International Assets Investment Management
Florida
$3.36K +$2.96K +13 New
PFBT
344
Parkside Financial Bank & Trust
Missouri
$3.1K
S
345
Sachetta
Massachusetts
$3.1K
RWS
346
Retirement Wealth Solutions
Wisconsin
$2.85K
SGK
347
Steigerwald Gordon & Koch
Virginia
$2.85K
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$2.59K
PGAM
349
Princeton Global Asset Management
New Jersey
$2.59K
RIL
350
Rothschild Investment LLC
Illinois
$2.59K +$1.59K +7 +233%