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Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Barrett & Company
Rhode Island
$2.12K +$2.08K +195 New
CI
452
CX Institutional
Indiana
$2K – – –
CCWM
453
Cassaday & Co Wealth Management
Virginia
$1.91K – – –
DWM
454
Dogwood Wealth Management
Kansas
$1.9K – – –
KG
455
Kilter Group
New York
$1.75K +$1.05K +98 +156%
NWMP
456
Noble Wealth Management PBC
Colorado
$1.7K – – –
MWA
457
Medallion Wealth Advisors
Connecticut
$1.67K +$651 +61 +66%
CFO
458
CVA Family Office
Colorado
$1.64K +$1.11K +104 +221%
BHWM
459
Beaird Harris Wealth Management
Texas
$1.63K +$1.6K +150 New
BLC
460
Brown, Lisle/Cummings
Rhode Island
$1.63K +$1.6K +150 New
AG
461
AmeriFlex Group
Nevada
$1.59K – – –
WETS
462
Wealth Enhancement Trust Services
South Dakota
$1.54K – – –
PWA
463
Physician Wealth Advisors
Utah
$1.53K +$1.5K +141 New
KFAS
464
Keating Financial Advisory Services
Kansas
$1.47K +$523 +49 +57%
MCA
465
McGuire Capital Advisors
Oklahoma
$1.4K – – –
PWM
466
Proathlete Wealth Management
Florida
$1.38K – – –
CT
467
Clearstead Trust
Maine
$1.33K -$1.5K -141 -54%
SG
468
Sankala Group
Colorado
$1.27K – – –
MB
469
MidFirst Bank
Oklahoma
$1.27K – – –
HNB
470
Huntington National Bank
Ohio
$1.23K +$1.01K +95 +528%
PIM
471
Plato Investment Management
Australia
$1.16K – – –
VFM
472
Vision Financial Markets
Connecticut
$1.16K – – –
SWM
473
SHP Wealth Management
Massachusetts
$1.11K -$214 -20 -16%
TPCW
474
TD Private Client Wealth
New York
$1.11K – – –
FMP
475
Financial Management Professionals
Texas
$1.09K – – –