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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
801
Cornerstone Planning Group
New Jersey
$10.4K -$2.8K -25 -25%
BWL
802
Bogart Wealth LLC
Virginia
$10.1K
SL
803
Salomon & Ludwin
Virginia
$9.5K +$8.95K +80 New
PWA
804
Physician Wealth Advisors
Utah
$8.77K +$5.82K +52 +236%
TCOV
805
Trust Company of Vermont
Vermont
$8.65K +$2.01K +18 +33%
CMBA
806
C.M. Bidwell & Associates
Hawaii
$8.29K
FPF
807
First Pacific Financial
Washington
$8.17K +$671 +6 +10%
JWM
808
JPL Wealth Management
Colorado
$7.82K +$7.38K +66 New
HIA
809
Harbor Investment Advisory
Maryland
$7.82K
RS
810
Rakuten Securities
Japan
$7.46K -$224 -2 -3%
AFG
811
Albion Financial Group
Utah
$7.34K
MAFA
812
MJT & Associates Financial Advisory
Minnesota
$7.34K
JSAM
813
J. Safra Asset Management
New York
$7.11K +$6.71K +60 New
BIA
814
Bell Investment Advisors
California
$6.75K -$9.06K -81 -59%
LI
815
LRI Investments
Florida
$6.75K
MSWA
816
Marshall & Sterling Wealth Advisors
New York
$6.75K
FFO
817
Fortitude Family Office
Arizona
$6.4K +$671 +6 +13%
CWP
818
Clark Wealth Partners
Illinois
$6K
MPW
819
MASECO Private Wealth
$5.72K
BFS
820
Bare Financial Services
Pennsylvania
$5.69K
SIS
821
Sound Income Strategies
Florida
$5.56K
SC
822
SouthState Corp
Florida
$5.33K -$27.8K -249 -85%
GBT
823
Grove Bank & Trust
Florida
$5.09K
HHMI
824
Howard Hughes Medical Institute
Maryland
$5.09K
AW
825
Avion Wealth
Texas
$5K