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Name Holding Trade Value Shares
Change
Change in
Stake
SS
701
Sunbelt Securities
Texas
$1.72K -$3.02K -182 -65%
NSIM
702
North Star Investment Management
Illinois
$1.72K
W
703
WealthCollab
Washington
$1.63K
WCM
704
WealthTrak Capital Management
Virginia
$1.63K +$332 +20 +27%
PWMG
705
Prestige Wealth Management Group
New Jersey
$1.55K
CFS
706
CGC Financial Services
Oregon
$1.51K
DAM
707
Delta Asset Management
Tennessee
$1.48K
S
708
Sachetta
Massachusetts
$1.44K -$2.16K -130 -61%
HPC
709
HM Payson & Co
Maine
$1.41K
WTFG
710
Wood Tarver Financial Group
Idaho
$1.32K
WPA
711
West Paces Advisors
Georgia
$1.31K
LCM
712
Logan Capital Management
Pennsylvania
$1.29K
TCA
713
Trifecta Capital Advisors
Illinois
$1.29K +$1.24K +75 New
GFPC
714
Global Financial Private Client
Florida
$1.27K +$697 +42 +131%
WW
715
Winnow Wealth
Texas
$1.04K +$332 +20 +49%
CAL
716
Capital Advisors Ltd
Ohio
$1K -$6.55K -395 -82%
FCG
717
Financial Connections Group
California
$1K
PWA
718
Principia Wealth Advisory
Texas
$992 -$83 -5 -8%
NWM
719
Nova Wealth Management
Florida
$911 +$879 +53 New
MCM
720
Manchester Capital Management
Vermont
$894
TFM
721
TFC Financial Management
Massachusetts
$739 -$66 -4 -9%
BHWM
722
Bay Harbor Wealth Management
Maryland
$739 +$713 +43 New
PWA
723
Physician Wealth Advisors
Utah
$722 +$697 +42 New
CIAS
724
CBIZ Investment Advisory Services
Ohio
$551 +$531 +32 New
APW
725
Aventura Private Wealth
Florida
$550 -$83 -5 -14%