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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1076
Activest Wealth Management
Florida
$5.41K +$1.7K +10 +37%
CIAS
1077
CBIZ Investment Advisory Services
Ohio
$4.97K -$1.7K -10 -23%
SC
1078
SouthState Corp
Florida
$4.82K +$5.6K +33 New
MSG
1079
Main Street Group
Virginia
$4.68K
SIS
1080
Sound Income Strategies
Florida
$4.68K
CYG
1081
Clean Yield Group
Vermont
$4.68K +$2.04K +12 +60%
MSWA
1082
Marshall & Sterling Wealth Advisors
New York
$4.53K -$339 -2 -6%
CWM
1083
Copia Wealth Management
Oregon
$4.53K +$1.02K +6 +24%
CFS
1084
Compass Financial Services
Iowa
$4.53K +$5.26K +31 New
VWM
1085
Vermillion Wealth Management
Minnesota
$4.38K
GSWM
1086
Golden State Wealth Management
California
$4.24K +$679 +4 +16%
APM
1087
a16z Perennial Management
California
$4.09K
CIA
1088
Cape Investment Advisory
Georgia
$4.09K
KFP
1089
Keener Financial Planning
Texas
$4K
AssetMark Inc
1090
AssetMark Inc
California
$3.95K +$849 +5 +23%
HFS
1091
Hughes Financial Services
Virginia
$3.89K +$4.41K +26 New
AWM
1092
Atticus Wealth Management
Florida
$3.8K
JWA
1093
JFS Wealth Advisors
Pennsylvania
$3.8K +$3.9K +23 +767%
WAS
1094
Winch Advisory Services
Wisconsin
$3.8K
BAM
1095
Bellevue Asset Management
Washington
$3.65K
DF
1096
DecisionPoint Financial
Arizona
$3.65K
VFM
1097
Vision Financial Markets
Connecticut
$3.65K +$4.24K +25 New
RAM
1098
Riggs Asset Management
Pennsylvania
$3.36K
BI
1099
Binnacle Investments
Iowa
$3.36K +$3.9K +23 New
CIAM
1100
Caitong International Asset Management
Hong Kong
$3.22K -$1.12M -6,591 -100%