Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$3.44K +$2.2K +46 +148%
BIA
302
Bell Investment Advisors
California
$3.22K – – –
PP
303
PFS Partners
New Jersey
$3.14K – – –
ME
304
McIlrath & Eck
Washington
$2.9K – – –
SC
305
SouthState Corp
Florida
$2.64K -$718 -15 -20%
BGAI
306
Bruce G. Allen Investments
Colorado
$2.28K – – –
CFD
307
Creative Financial Designs
Indiana
$2.19K +$1.68K +35 +250%
GKIM
308
GW&K Investment Management
Massachusetts
$2K – – –
CA
309
Crewe Advisors
Utah
$1.92K +$2.06K +43 New
SS
310
Sunbelt Securities
Texas
$1.88K +$2.01K +42 New
RWM
311
Raffa Wealth Management
District of Columbia
$1.7K -$9.67K -202 -84%
RWS
312
Retirement Wealth Solutions
Wisconsin
$1.65K -$3.3K -69 -65%
PWA
313
Physician Wealth Advisors
Utah
$1.61K +$861 +18 +100%
NA
314
NewEdge Advisors
Louisiana
$1.61K +$1.72K +36 New
WA
315
WPG Advisers
Maryland
$1.43K – – –
CPG
316
Cornerstone Planning Group
New Jersey
$1.34K -$10.7K -223 -94%
RFP
317
Root Financial Partners
California
$1.34K +$1.44K +30 New
JWA
318
JFS Wealth Advisors
Pennsylvania
$1.21K +$622 +13 +93%
CFO
319
CVA Family Office
Colorado
$1.03K – – –
PWA
320
Principia Wealth Advisory
Texas
$1.03K +$861 +18 +360%
MA
321
Montag & Associates
Georgia
$906 -$335 -7 -26%
CA
322
CoreCap Advisors
Michigan
$849 – – –
AWM
323
Activest Wealth Management
Florida
$849 +$96 +2 +12%
UB
324
UMB Bank
Missouri
$804 +$479 +10 +125%
PWMG
325
Private Wealth Management Group
New Jersey
$760 – – –