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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
651
Hughes Financial Services
Virginia
$4.16K +$1.98K +7 +175%
II
652
Inspire Investing
Idaho
$4K +$3.11K +11 New
SC
653
SouthState Corp
Florida
$3.79K – – –
SFS
654
Sunrise Financial Services
Washington
$3.79K – – –
TPCW
655
TD Private Client Wealth
New York
$3.79K +$2.83K +10 New
SGFG
656
Silver Grove Financial Group
New York
$3.78K +$2.83K +10 New
W
657
WealthCollab
Washington
$3.41K – – –
AA
658
Ancora Advisors
Ohio
$3.41K -$35.7K -126 -93%
CH
659
Cromwell Holdings
Wyoming
$3.41K – – –
CPG
660
Cornerstone Planning Group
New Jersey
$3.25K – – –
DPW
661
DiNuzzo Private Wealth
Pennsylvania
$3.03K – – –
BHWM
662
Bay Harbor Wealth Management
Maryland
$3.03K +$283 +1 +14%
CA
663
Centerpoint Advisors
Massachusetts
$3K – – –
WA
664
Whipplewood Advisors
Colorado
$2.65K – – –
SWM
665
Spire Wealth Management
Virginia
$2.65K +$1.98K +7 New
KG
666
Kilter Group
New York
$2.27K – – –
TFA
667
Toth Financial Advisory
Virginia
$2.27K – – –
PWA
668
Physician Wealth Advisors
Utah
$2.27K +$566 +2 +50%
CAL
669
Capital Advisors Ltd
Ohio
$2K – – –
BIM
670
Breakwater Investment Management
Washington
$1.89K – – –
APW
671
Atlantic Private Wealth
North Carolina
$1.89K – – –
EC
672
Elequin Capital
New York
$1.89K – – –
MAM
673
Marquette Asset Management
Minnesota
$1.51K – – –
TWIM
674
TIAA Wealth Investment Management
New York
$1.51K – – –
SFCL
675
Strengthening Families & Communities LLC
Massachusetts
$1.51K +$1.13K +4 New