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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
726
Mount Yale Investment Advisors
Colorado
$3.07K +$2.98K +76 New
HCM
727
Hollencrest Capital Management
California
$3.03K
CAL
728
Capital Advisors Ltd
Ohio
$3K
TH
729
TCTC Holdings
Texas
$2.98K
DPW
730
DiNuzzo Private Wealth
Pennsylvania
$2.74K +$118 +3 +5%
MSWM
731
Mowery & Schoenfeld Wealth Management
Illinois
$2.6K
SRCM
732
Signature Resources Capital Management
California
$2.46K +$2.39K +61 New
CFO
733
CVA Family Office
Colorado
$2.22K +$588 +15 +38%
SS
734
SBI Securities
Japan
$2.1K -$3.76K -96 -65%
DWM
735
Darwin Wealth Management
Florida
$2.02K -$5.57K -142 -74%
GKIM
736
GW&K Investment Management
Massachusetts
$2K
SWA
737
SOA Wealth Advisors
New York
$1.95K
WCM
738
WealthTrak Capital Management
Virginia
$1.61K +$392 +10 +33%
PWMG
739
Prestige Wealth Management Group
New Jersey
$1.49K
RWM
740
Raffa Wealth Management
District of Columbia
$1.41K
DF
741
Dunhill Financial
United Kingdom
$1.33K -$2.51K -64 -66%
PWM
742
Proathlete Wealth Management
Florida
$1.13K +$1.1K +28 New
SC
743
Stephens Consulting
Michigan
$1.09K +$1.06K +27 New
MEG
744
Millstone Evans Group
Colorado
$1.09K
PWA
745
Principia Wealth Advisory
Texas
$1.05K +$314 +8 +44%
SC
746
SouthState Corp
Florida
$1.01K -$1.14K -29 -54%
AW
747
Avion Wealth
Texas
$1K
PWA
748
Physician Wealth Advisors
Utah
$969
SIC
749
SJS Investment Consulting
Ohio
$928 -$667 -17 -43%
BHWM
750
Bay Harbor Wealth Management
Maryland
$887 +$392 +10 +83%