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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
851
Armstrong Advisory Group
Massachusetts
$6.06K – – –
UIA
852
Ulland Investment Advisors
Minnesota
$6K – – –
MSWM
853
Mowery & Schoenfeld Wealth Management
Illinois
$5.63K – – –
PWA
854
Physician Wealth Advisors
Utah
$5.61K -$2.74K -11 -31%
KG
855
Kilter Group
New York
$5.61K +$1.25K +5 +25%
PUI
856
Purpose Unlimited Inc
$5.61K +$6.23K +25 New
SSG
857
Summit Securities Group
New York
$5.39K -$47.8K -192 -89%
FPF
858
First Pacific Financial
Washington
$5.39K +$997 +4 +20%
AIC
859
Archer Investment Corporation
Indiana
$5.02K – – –
CT
860
Caldwell Trust
Florida
$4.94K – – –
MB
861
MidFirst Bank
Oklahoma
$4.94K +$5.48K +22 New
CFM
862
Cornerstone Financial Management
Massachusetts
$4.71K +$1.5K +6 +40%
DWM
863
Dogwood Wealth Management
Kansas
$4.71K +$3.74K +15 +250%
SFCL
864
Strengthening Families & Communities LLC
Massachusetts
$4.57K +$4.98K +20 New
SEP
865
Signature Equity Partners
Ohio
$4.53K – – –
CA
866
Crewe Advisors
Utah
$4.27K +$4.24K +17 +850%
RF
867
Rossby Financial
Florida
$4.23K +$2.24K +9 +90%
AF
868
Advisornet Financial
Minnesota
$4.04K – – –
SC
869
SouthState Corp
Florida
$4.04K – – –
FHC
870
First Horizon Corporation
Tennessee
$4.04K +$997 +4 +29%
LWCFA
871
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.89K – – –
AWM
872
Abound Wealth Management
Tennessee
$3.59K – – –
ACM
873
Accent Capital Management
Ohio
$3.59K -$498 -2 -11%
CJ
874
Caitlin John
Michigan
$3.37K -$3.99K -16 -52%
CSP
875
Cary Street Partners
Virginia
$3.37K +$3.74K +15 New