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Name Holding Trade Value Shares
Change
Change in
Stake
RWS
326
Retirement Wealth Solutions
Wisconsin
$15K +$1.11K +69 +9%
GBT
327
Grove Bank & Trust
Florida
$14.9K – – –
SIM
328
Synergy Investment Management
Florida
$14.8K +$13.6K +844 New
CA
329
Continuum Advisory
Idaho
$14.7K +$13.4K +831 New
TCM
330
Triumph Capital Management
Colorado
$14.1K -$4.82K -300 -27%
GKIM
331
GW&K Investment Management
Massachusetts
$14K – – –
BFS
332
Bare Financial Services
Pennsylvania
$13.6K +$4.86K +302 +64%
BIA
333
Bell Investment Advisors
California
$12.9K -$16 -1 -0.1%
WA
334
WPG Advisers
Maryland
$12.8K +$2.93K +182 +33%
Nisa Investment Advisors
335
Nisa Investment Advisors
Missouri
$12.6K +$2.52K +157 +28%
RWM
336
Raffa Wealth Management
District of Columbia
$12K +$1.04K +65 +11%
W
337
WealthCollab
Washington
$11.4K – – –
SEP
338
Signature Equity Partners
Ohio
$11.1K +$1.35K +84 +15%
KFI
339
Key Financial Inc
Pennsylvania
$11.1K -$6.11K -380 -38%
CCWM
340
Cassaday & Co Wealth Management
Virginia
$10.6K – – –
BW
341
Bravera Wealth
North Dakota
$10.5K – – –
AA
342
Ancora Advisors
Ohio
$9.77K -$17K -1,060 -66%
AG
343
AmeriFlex Group
Nevada
$9.57K +$3.33K +207 +62%
HWP
344
Highline Wealth Partners
California
$8.83K +$1.24K +77 +18%
SIC
345
Salem Investment Counselors
North Carolina
$8.81K – – –
EWP
346
Elevation Wealth Partners
California
$8.62K +$7.86K +489 New
WA
347
Whipplewood Advisors
Colorado
$8.59K -$17K -1,055 -68%
UFPG
348
United Financial Planning Group
New York
$8.46K +$7.72K +480 New
SIC
349
SJS Investment Consulting
Ohio
$8.45K -$4K -249 -34%
RF
350
Rossby Financial
Florida
$8.43K -$1.61K -100 -17%