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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
251
Cedar Mountain Advisors
Oregon
$3.34K +$4.19K +223 New
JWM
252
JPL Wealth Management
Colorado
$3.21K +$4.02K +214 New
WPA
253
Wealth Preservation Advisors
Tennessee
$2.26K +$2.84K +151 New
RF
254
Rossby Financial
Florida
$2.09K +$2.37K +126 New
UB
255
UMB Bank
Missouri
$2.08K +$2.2K +117 +532%
C
256
Covestor
United Kingdom
$2K -$2.29K -122 -44%
SIC
257
SJS Investment Consulting
Ohio
$1.96K +$2.42K +129 +6,450%
PWA
258
Physician Wealth Advisors
Utah
$1.53K +$1.11K +59 +137%
CW
259
CrossGen Wealth
North Carolina
$1.2K
CIAM
260
Caitong International Asset Management
Hong Kong
$1.02K +$1.28K +68 New
BGAI
261
Bruce G. Allen Investments
Colorado
$989 +$1.24K +66 New
KFAS
262
Keating Financial Advisory Services
Kansas
$764 +$939 +50 +5,000%
Nisa Investment Advisors
263
Nisa Investment Advisors
Missouri
$749 +$695 +37 +285%
CFO
264
CVA Family Office
Colorado
$644 +$808 +43 New
MCM
265
Manchester Capital Management
Vermont
$570 +$714 +38 New
TFA
266
Transamerica Financial Advisors
Florida
$524 +$507 +27 +338%
TWM
267
TopTier Wealth Management
Wisconsin
$524 +$658 +35 New
RIAS
268
Rachor Investment Advisory Services
Michigan
$510
BFS
269
Bare Financial Services
Pennsylvania
$494 -$545 -29 -47%
Federated Hermes
270
Federated Hermes
Pennsylvania
$494 +$582 +31 +1,550%
IA
271
IFP Advisors
Florida
$404 +$38 +2 +8%
RFP
272
Root Financial Partners
California
$375 -$1.6K -85 -77%
MCM
273
MV Capital Management
Maryland
$330 +$244 +13 +144%
SIS
274
Sound Income Strategies
Florida
$199
IAIM
275
International Assets Investment Management
Florida
$182 -$225 -12 -52%