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Name Holding Trade Value Shares
Change 		Change in
Stake
S
551
Sachetta
Massachusetts
$3K – – –
CAL
552
Capital Analysts LLC
Pennsylvania
$3K – – –
RWM
553
RMG Wealth Management
Wisconsin
$2.88K -$1.01K -11 -27%
N
554
Natixis
France
$2.5K -$25M -271,531 -100%
AWM
555
Activest Wealth Management
Florida
$2.3K – – –
1IA
556
1620 Investment Advisors
Massachusetts
$2K – – –
CSB
557
City State Bank
Iowa
$2K – – –
CH
558
Cromwell Holdings
Wyoming
$2K – – –
SIS
559
Sound Income Strategies
Florida
$1.94K -$922 -10 -33%
EWP
560
Elevation Wealth Partners
California
$1.8K +$553 +6 +50%
TSMHT
561
Thurston Springer Miller Herd & Titak
Indiana
$1.8K -$21.1K -229 -93%
PWA
562
Physician Wealth Advisors
Utah
$1.7K -$6.64K -72 -81%
HHGA
563
Halbert Hargrove Global Advisors
California
$1.7K +$1.57K +17 New
HI
564
Hoey Investments
Pennsylvania
$1.6K – – –
AGWCA
565
Annis Gardner Whiting Capital Advisors
Florida
$1.5K – – –
RWS
566
Retirement Wealth Solutions
Wisconsin
$1.4K +$1.29K +14 New
SC
567
SouthState Corp
Florida
$1.3K -$3.97K -43 -77%
AIC
568
Archer Investment Corporation
Indiana
$1.3K – – –
MWA
569
Medallion Wealth Advisors
Connecticut
$1.3K – – –
UB
570
UMB Bank
Missouri
$1.2K +$184 +2 +20%
MAM
571
Marquette Asset Management
Minnesota
$1.1K +$1.01K +11 New
SWIM
572
Smallwood Wealth Investment Management
New Jersey
$1.1K – – –
PWMG
573
Private Wealth Management Group
New Jersey
$1K – – –
TCM
574
Tradewinds Capital Management
Washington
$1K – – –
BCH
575
Berkshire Capital Holdings
California
$1K -$12M -130,370 -100%
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