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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
651
CGC Financial Services
Oregon
$6.97K – – –
KFP
652
Kerr Financial Planning
California
$6.7K – – –
GSWM
653
Golden State Wealth Management
California
$5.92K +$929 +5 +17%
AGWCA
654
Annis Gardner Whiting Capital Advisors
Florida
$5.4K -$186 -1 -3%
S
655
Sachetta
Massachusetts
$5.05K -$2.04K -11 -28%
CAL
656
Capital Advisors Ltd
Ohio
$5K – – –
HHMI
657
Howard Hughes Medical Institute
Maryland
$4.53K – – –
SFG
658
Strive Financial Group
Indiana
$4.53K +$4.83K +26 New
PWMG
659
Private Wealth Management Group
New Jersey
$4.18K +$186 +1 +4%
BFS
660
Bare Financial Services
Pennsylvania
$4.18K -$557 -3 -11%
ADL
661
Asset Dedication LLC
California
$4.01K – – –
FHA
662
Flagship Harbor Advisors
Massachusetts
$4.01K +$4.27K +23 New
HFS
663
Hughes Financial Services
Virginia
$3.83K – – –
HNW
664
High Note Wealth
Minnesota
$3.66K – – –
RF
665
Rossby Financial
Florida
$3.66K +$3.9K +21 New
SIS
666
Sound Income Strategies
Florida
$3.5K – – –
DPW
667
DiNuzzo Private Wealth
Pennsylvania
$3.14K -$186 -1 -5%
BGAI
668
Bruce G. Allen Investments
Colorado
$3.14K – – –
CYG
669
Clean Yield Group
Vermont
$3.14K – – –
PWMA
670
Pension & Wealth Management Advisors
Massachusetts
$3.14K +$1.49K +8 +80%
AW
671
Avion Wealth
Texas
$3K -$372 -2 -8%
SC
672
SouthState Corp
Florida
$2.96K +$2.42K +13 +325%
PSB
673
Piscataqua Savings Bank
New Hampshire
$2.96K +$3.16K +17 New
TFA
674
Transamerica Financial Advisors
Florida
$2.79K +$1.67K +9 +129%
CT
675
Clearstead Trust
Maine
$2.61K +$2.79K +15 New