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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
526
International Assets Investment Management
Florida
$10.6K +$9.46K +15 New
AW
527
Avion Wealth
Texas
$10K – – –
HNW
528
High Note Wealth
Minnesota
$9.69K – – –
CFM
529
Cornerstone Financial Management
Massachusetts
$8.2K – – –
RCM
530
Richardson Capital Management
Wisconsin
$8.2K – – –
BCH
531
Berkshire Capital Holdings
California
$7.46K – – –
GSWM
532
Golden State Wealth Management
California
$7.46K – – –
JWM
533
JPL Wealth Management
Colorado
$7.46K – – –
BWA
534
Basecamp Wealth Advisors
Washington
$7.46K +$1.89K +3 +43%
WA
535
Westfuller Advisors
New York
$5.87K – – –
FHC
536
First Horizon Corporation
Tennessee
$5.22K +$4.41K +7 New
National Bank of Canada
537
National Bank of Canada
Quebec, Canada
$5.11K +$4.41K +7 New
WTC
538
WhitTier Trust Company
Nevada
$4.74K -$3.15K -5 -38%
MCM
539
Manchester Capital Management
Vermont
$4.47K – – –
HWP
540
Highline Wealth Partners
California
$4.47K – – –
KFAS
541
Keating Financial Advisory Services
Kansas
$4.47K +$1.89K +3 +100%
SWM
542
SHP Wealth Management
Massachusetts
$4.47K +$2.52K +4 +200%
HFS
543
Hughes Financial Services
Virginia
$3.73K -$1.26K -2 -29%
CA
544
Clearstead Advisors
Ohio
$3.73K – – –
CIA
545
Cape Investment Advisory
Georgia
$3.73K +$3.15K +5 New
CH
546
Cromwell Holdings
Wyoming
$3.73K +$3.15K +5 New
TWD
547
True Wealth Design
Ohio
$2.98K -$1.89K -3 -43%
S
548
Sachetta
Massachusetts
$2.98K +$1.26K +2 +100%
PWMG
549
Prestige Wealth Management Group
New Jersey
$2.98K +$1.89K +3 +300%
CA
550
Continuum Advisory
Idaho
$2.98K +$2.52K +4 New