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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Private Wealth Management Group
New Jersey
$2.06K -$4.72K -48 -76%
MAM
402
Marquette Asset Management
Minnesota
$2.06K +$295 +3 +25%
JWM
403
JPL Wealth Management
Colorado
$2.06K +$1.38K +14 +1,400%
CA
404
Clearstead Advisors
Ohio
$1.93K +$394 +4 +40%
MNA
405
Manning & Napier Advisors
New York
$1.8K +$1.38K +14 New
SWM
406
SHP Wealth Management
Massachusetts
$1.79K -$2.07K -21 -62%
PSFG
407
Park Square Financial Group
Georgia
$1.79K -$295 -3 -19%
QC
408
Quent Capital
New York
$1.65K +$1.18K +12 New
TFA
409
Toth Financial Advisory
Virginia
$1.65K +$1.18K +12 New
AWM
410
Activest Wealth Management
Florida
$1.51K +$1.08K +11 New
RWS
411
Retirement Wealth Solutions
Wisconsin
$1.38K -$787 -8 -44%
FCAS
412
First Command Advisory Services
Texas
$1.24K +$885 +9 New
KFAS
413
Keating Financial Advisory Services
Kansas
$1.24K +$885 +9 New
WETS
414
Wealth Enhancement Trust Services
South Dakota
$1.24K +$885 +9 New
APFP
415
Action Point Financial Planning
Michigan
$1.24K +$984 +10 New
LI
416
LRI Investments
Florida
$1.1K +$787 +8 New
SFCL
417
Strengthening Families & Communities LLC
Massachusetts
$1.1K +$787 +8 New
MCM
418
Manchester Capital Management
Vermont
$963 +$689 +7 New
IAIM
419
International Assets Investment Management
Florida
$861 – – –
CFM
420
Cornerstone Financial Management
Massachusetts
$825 – – –
TM
421
Torren Management
California
$825 – – –
SC
422
SouthState Corp
Florida
$825 +$98 +1 +20%
RWM
423
Rialto Wealth Management
New York
$825 +$590 +6 New
ZBNA
424
Zions Bancorporation, National Association
Utah
$825 +$590 +6 New
S
425
Sachetta
Massachusetts
$688 +$492 +5 New