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Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
701
Legacy Wealth Management (Idaho)
Idaho
$1.22K – – –
CIAM
702
Caitong International Asset Management
Hong Kong
$1.22K +$1.37K +14 New
PWA
703
Physician Wealth Advisors
Utah
$1.22K +$1.37K +14 New
MSWA
704
Marshall & Sterling Wealth Advisors
New York
$1.17K – – –
TFM
705
TFC Financial Management
Massachusetts
$1.14K – – –
OC
706
Oakworth Capital
Alabama
$1.13K – – –
B
707
Bayban
Minnesota
$1.13K +$1.27K +13 New
RWM
708
Rialto Wealth Management
New York
$1.05K -$2.45K -25 -68%
CAL
709
Capital Analysts LLC
Pennsylvania
$1K – – –
MMCM
710
Murphy & Mullick Capital Management
New York
$958 – – –
IWS
711
Intentional Wealth Strategies
Colorado
$958 +$1.08K +11 New
SC
712
SouthState Corp
Florida
$872 – – –
GWM
713
Geneos Wealth Management
Colorado
$871 -$1.67K -17 -63%
GFA
714
Godfrey Financial Associates
New York
$871 – – –
WA
715
WPG Advisers
Maryland
$871 – – –
1CP
716
1015 Capital Partners
Pennsylvania
$784 -$196 -2 -18%
WSFG
717
Wall Street Financial Group
Illinois
$784 +$882 +9 New
SWP
718
Strategic Wealth Partners
Ohio
$776 +$588 +6 +200%
CFB
719
Cullen/Frost Bankers
Texas
$697 -$5K -51 -86%
HIA
720
HFM Investment Advisors
New Jersey
$697 -$294 -3 -27%
BCWM
721
Bartlett & Co Wealth Management
Ohio
$617 +$588 +6 +300%
DJSG
722
D.J. St. Germain
Massachusetts
$610 – – –
TFA
723
Toth Financial Advisory
Virginia
$523 – – –
ACA
724
American Capital Advisory
Idaho
$436 -$392 -4 -44%
FGA
725
Fortis Group Advisors
New Jersey
$436 – – –