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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
626
N.E.W. Advisory Services
Wisconsin
$2.84K +$2.92K +30 New
OA
627
Operose Advisors
Wisconsin
$2.84K +$2.92K +30 New
RWS
628
Retirement Wealth Solutions
Wisconsin
$2.74K +$1.27K +13 +81%
DFC
629
DB Fitzpatrick & Co
Idaho
$2.56K -$974 -10 -27%
CW
630
Curio Wealth
Maryland
$2.46K
UB
631
UMB Bank
Missouri
$2.37K +$292 +3 +14%
CH
632
Cromwell Holdings
Wyoming
$2.27K +$390 +4 +20%
IAS
633
IMA Advisory Services
Colorado
$2.08K -$97 -1 -4%
Bessemer Group
634
Bessemer Group
New Jersey
$2K
TM
635
Torren Management
California
$1.99K -$14.6K -150 -88%
FCAS
636
First Command Advisory Services
Texas
$1.99K +$2.04K +21 New
SIS
637
Sound Income Strategies
Florida
$1.9K
1IA
638
1620 Investment Advisors
Massachusetts
$1.89K
CSB
639
City State Bank
Iowa
$1.89K
BFS
640
Bare Financial Services
Pennsylvania
$1.8K +$682 +7 +58%
PWA
641
Physician Wealth Advisors
Utah
$1.61K
MAM
642
Marquette Asset Management
Minnesota
$1.61K +$1.07K +11 +183%
IWS
643
Intentional Wealth Strategies
Colorado
$1.61K +$1.66K +17 New
HI
644
Hoey Investments
Pennsylvania
$1.51K
SEP
645
Signature Equity Partners
Ohio
$1.51K +$584 +6 +60%
AGWCA
646
Annis Gardner Whiting Capital Advisors
Florida
$1.42K
JWA
647
JFS Wealth Advisors
Pennsylvania
$1.32K -$47.2K -485 -97%
RIAS
648
Rachor Investment Advisory Services
Michigan
$1.32K -$97 -1 -7%
SFS
649
Sunrise Financial Services
Washington
$1.32K
PS
650
PayPay Securities
Japan
$1.23K -$97 -1 -8%