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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
1201
United Community Bank
South Carolina
$1.35K +$1.42K +10 New
SFCL
1202
Strengthening Families & Communities LLC
Massachusetts
$1.22K +$1.27K +9 New
NWM
1203
Nova Wealth Management
Florida
$1.22K
AIP
1204
Alexis Investment Partners
Texas
$1.22K +$1.27K +9 New
RWM
1205
Raffa Wealth Management
District of Columbia
$1.08K +$1.13K +8 New
WCM
1206
Winthrop Capital Management
Indiana
$1K
CWP
1207
Clark Wealth Partners
Illinois
$979 +$849 +6 New
CPG
1208
Cornerstone Planning Group
New Jersey
$967 -$2.12K -15 -52%
WW
1209
Winnow Wealth
Texas
$952 +$991 +7 New
HIA
1210
HFM Investment Advisors
New Jersey
$948 +$142 +1 +17%
DF
1211
Dunhill Financial
United Kingdom
$903 -$142 -1 -13%
VWA
1212
Valued Wealth Advisors
Utah
$816 +$283 +2 +50%
BC
1213
Barrett & Company
Rhode Island
$677
HFS
1214
Hughes Financial Services
Virginia
$571
BFS
1215
Bare Financial Services
Pennsylvania
$542 +$566 +4 New
GG
1216
Gleason Group
Kentucky
$542 +$566 +4 New
RPA
1217
Redwood Park Advisors
California
$407
BIM
1218
Breakwater Investment Management
Washington
$407 +$425 +3 New
HNW
1219
High Note Wealth
Minnesota
$406 -$8.07K -57 -95%
MFG
1220
Mustico Financial Group
New York
$271
PAM
1221
Palisade Asset Management
Minnesota
$271 +$283 +2 New
DF
1222
DecisionPoint Financial
Arizona
$136
TPBG
1223
Turning Point Benefit Group
Maryland
$135 +$142 +1 New
RCM
1224
Raleigh Capital Management
North Carolina
$19
Norges Bank
1225
Norges Bank
Norway
-$480M -3,704,320 Closed