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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
826
Atlantic Union Bankshares
Virginia
$825 +$698 +23 New
HFS
827
Hughes Financial Services
Virginia
$782 -$789 -26 -57%
OP
828
ORG Partners
Indiana
$713 +$607 +20 New
CWP
829
Clark Wealth Partners
Illinois
$681 – – –
RF
830
Rossby Financial
Florida
$681 +$577 +19 New
ACA
831
American Capital Advisory
Idaho
$610 +$516 +17 New
NWM
832
Nova Wealth Management
Florida
$604 +$516 +17 New
GJIA
833
Glass Jacobson Investment Advisors
Maryland
$574 – – –
MWM
834
MorganRosel Wealth Management
Colorado
$574 – – –
CFS
835
CGC Financial Services
Oregon
$538 – – –
PWM
836
Parkworth Wealth Management
California
$538 +$273 +9 +150%
QWM
837
Quaker Wealth Management
New Jersey
$503 +$425 +14 New
KG
838
Kilter Group
New York
$431 +$364 +12 New
FFL
839
Financial Freedom LLC
Ohio
$412 – – –
CSC
840
Caldwell Sutter Capital
California
$359 – – –
FP
841
Financial Perspectives
Minnesota
$359 – – –
BHWM
842
Bay Harbor Wealth Management
Maryland
$358 +$91 +3 +43%
PS
843
PayPay Securities
Japan
$323 -$30 -1 -10%
RWM
844
Raffa Wealth Management
District of Columbia
$287 – – –
AWM
845
Atticus Wealth Management
Florida
$252 +$212 +7 New
AF
846
Alerus Financial
North Dakota
$251 +$212 +7 New
HIA
847
HFM Investment Advisors
New Jersey
$215 +$61 +2 +50%
DF
848
DecisionPoint Financial
Arizona
$215 +$182 +6 New
IAS
849
IMA Advisory Services
Colorado
$179 +$152 +5 New
TIM
850
Total Investment Management
Arizona
$179 +$152 +5 New