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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
651
Bare Financial Services
Pennsylvania
$6.55K +$6.15K +88 +550%
AW
652
Ankerstar Wealth
Texas
$6.41K
BC
653
Barrett & Company
Rhode Island
$6.35K
TCM
654
TD Capital Management
Tennessee
$6.29K
WPA
655
WIT Partners Advisory
Singapore
$6.29K +$6.99K +100 New
ACA
656
Atlas Capital Advisors
Wyoming
$6.17K
PTC
657
Private Trust Company
Ohio
$6.11K -$14.3K -204 -68%
LI
658
LRI Investments
Florida
$5.98K -$4.13K -59 -38%
CTB
659
Country Trust Bank
Illinois
$5.98K
SFCL
660
Strengthening Families & Communities LLC
Massachusetts
$5.78K +$70 +1 +1%
JWM
661
JPL Wealth Management
Colorado
$5.41K
W
662
WealthCollab
Washington
$4.97K
JFA
663
JNBA Financial Advisors
Minnesota
$4.91K
KG
664
Kilter Group
New York
$4.66K +$2.66K +38 +106%
GSWM
665
Golden State Wealth Management
California
$4.52K
AWA
666
Acumen Wealth Advisors
Tennessee
$4.32K
APFP
667
Action Point Financial Planning
Michigan
$4.28K +$4.75K +68 New
SWM
668
SHP Wealth Management
Massachusetts
$4.06K +$70 +1 +2%
PWA
669
Physician Wealth Advisors
Utah
$3.78K +$2.8K +40 +200%
EP
670
Essential Partners
California
$3.71K
GA
671
GoalVest Advisory
New York
$3.52K
HIW
672
Holos Integrated Wealth
Pennsylvania
$3.33K
MSG
673
Main Street Group
Virginia
$3.27K
SWIM
674
Smallwood Wealth Investment Management
New Jersey
$3.21K
SWP
675
Strategic Wealth Partners
Ohio
$3.15K -$559 -8 -14%