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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
851
Mowery & Schoenfeld Wealth Management
Illinois
$3.06K – – –
GKIM
852
GW&K Investment Management
Massachusetts
$3K – – –
AW
853
Avion Wealth
Texas
$3K +$2.08K +44 +147%
FHC
854
First Horizon Corporation
Tennessee
$2.95K – – –
PS
855
Planning Strategies
Pennsylvania
$2.9K +$2.89K +61 New
MAM
856
Marquette Asset Management
Minnesota
$2.81K -$899 -19 -24%
PWA
857
Principia Wealth Advisory
Texas
$2.81K +$284 +6 +11%
HFS
858
Hughes Financial Services
Virginia
$2.71K +$1.14K +24 +73%
BFPW
859
BOK Financial Private Wealth
Colorado
$2.62K +$2.6K +55 New
AA
860
Addison Advisors
Vermont
$2.47K +$189 +4 +8%
CCMI
861
Creative Capital Management Investments
California
$2.47K +$2.46K +52 New
HHCP
862
Hilton Head Capital Partners
South Carolina
$2.43K – – –
IPS
863
Investors Portfolio Services
Washington
$2.42K – – –
DWM
864
Darwin Wealth Management
Florida
$2.41K – – –
SWA
865
SOA Wealth Advisors
New York
$2.36K +$47 +1 +2%
APW
866
Allied Private Wealth
Florida
$2.35K +$2.37K +50 New
DF
867
Dunhill Financial
United Kingdom
$2.31K -$95 -2 -4%
SRCM
868
Signature Resources Capital Management
California
$2.19K – – –
MFS
869
Montgomery Financial Services
Maryland
$2.19K +$2.18K +46 New
Q1WB
870
Quest 10 Wealth Builders
Virginia
$2.14K -$237 -5 -10%
HNW
871
High Note Wealth
Minnesota
$2.04K +$1.85K +39 +975%
IGAM
872
iA Global Asset Management
Quebec, Canada
$2K +$899 +19 +119%
SFS
873
Sunrise Financial Services
Washington
$1.85K – – –
SC
874
SouthState Corp
Florida
$1.81K -$237 -5 -12%
AFG
875
Albion Financial Group
Utah
$1.67K – – –