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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
651
SOA Wealth Advisors
New York
$8.65K +$111K +8,652 New
TSMHT
652
Thurston Springer Miller Herd & Titak
Indiana
$8.58K +$8.11K +630 +3,938%
DJSG
653
D.J. St. Germain
Massachusetts
$8.06K +$257 +20 +3%
AWM
654
Aberdeen Wealth Management
Illinois
$7.97K +$7.72K +600 New
KFI
655
Key Financial Inc
Pennsylvania
$7.53K
PWM
656
Peterson Wealth Management
Nevada
$7.3K +$7.08K +550 New
NSIM
657
North Star Investment Management
Illinois
$7.23K -$9.01K -700 -56%
GWM
658
Gilpin Wealth Management
Colorado
$7.17K
FMP
659
Financial Management Professionals
Texas
$6.95K
MSWA
660
Marshall & Sterling Wealth Advisors
New York
$6.94K +$3.23K +251 +92%
HIMS
661
Hager Investment Management Services
New Hampshire
$6.81K +$5.32K +413 +413%
CFO
662
CVA Family Office
Colorado
$6.64K
EWP
663
Elevation Wealth Partners
California
$6.32K +$6.13K +476 New
MNA
664
Manning & Napier Advisors
New York
$6.25K -$2.05K -159 -25%
BIA
665
Bell Investment Advisors
California
$6.24K
IAS
666
IMA Advisory Services
Colorado
$6.12K +$1.39K +108 +31%
TCOV
667
Trust Company of Vermont
Vermont
$5.82K +$5.64K +438 New
BFPW
668
BOK Financial Private Wealth
Colorado
$5.29K +$5.12K +398 New
PWA
669
Principia Wealth Advisory
Texas
$5.09K +$695 +54 +16%
EP
670
Evelyn Partners
$4.89K +$4.74K +368 New
FRA
671
Front Row Advisors
California
$4.72K
GG
672
Gleason Group
Kentucky
$4.42K +$4.29K +333 New
FGC
673
Financial Gravity Companies
Texas
$4.24K +$4.11K +319 New
S
674
Sachetta
Massachusetts
$4.14K
NECFA
675
New England Capital Financial Advisors
Connecticut
$3.99K