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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
401
Physician Wealth Advisors
Utah
$1.64K – – –
GWP
402
Gen-Wealth Partners
Michigan
$1.64K +$414 +5 +36%
EWP
403
Elevation Wealth Partners
California
$1.47K – – –
Optiver Holding
404
Optiver Holding
Netherlands
$1.29K -$19.7K -238 -94%
CA
405
Clearstead Advisors
Ohio
$1.29K -$13.5K -163 -92%
SS
406
Sunbelt Securities
Texas
$1.21K – – –
TPWA
407
Twin Peaks Wealth Advisors
California
$1.12K +$1.08K +13 New
ZBNA
408
Zions Bancorporation, National Association
Utah
$1.12K +$1.08K +13 New
CAL
409
Capital Advisors Ltd
Ohio
$1K – – –
PWMG
410
Prestige Wealth Management Group
New Jersey
$948 – – –
BHWM
411
Bay Harbor Wealth Management
Maryland
$775 +$249 +3 +50%
HIW
412
Holos Integrated Wealth
Pennsylvania
$716 – – –
SEP
413
Signature Equity Partners
Ohio
$689 -$83 -1 -11%
DPW
414
DiNuzzo Private Wealth
Pennsylvania
$603 – – –
SC
415
SouthState Corp
Florida
$603 – – –
JWM
416
JPL Wealth Management
Colorado
$603 +$580 +7 New
WSFG
417
Wall Street Financial Group
Illinois
$603 +$580 +7 New
CFM
418
Cornerstone Financial Management
Massachusetts
$517 +$497 +6 New
MCA
419
McGuire Capital Advisors
Oklahoma
$431 – – –
S
420
Sachetta
Massachusetts
$431 – – –
HIA
421
HFM Investment Advisors
New Jersey
$258 – – –
RWM
422
Rialto Wealth Management
New York
$173 -$83 -1 -33%
SS
423
SBI Securities
Japan
$172 – – –
VWM
424
Vermillion Wealth Management
Minnesota
$172 +$166 +2 New
DF
425
Dunhill Financial
United Kingdom
$116 – – –