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Name Holding Trade Value Shares
Change
Change in
Stake
YP
651
YANKCOM Partnership
South Dakota
$5.85K – – –
EWM
652
Evolution Wealth Management
Florida
$5.19K – – –
AGWCA
653
Annis Gardner Whiting Capital Advisors
Florida
$5.1K -$43.6K -904 -89%
CFD
654
Creative Financial Designs
Indiana
$5.05K -$6.9K -143 -57%
NC
655
North Capital
Utah
$5.05K – – –
OP
656
ORG Partners
Indiana
$4.91K – – –
PWA
657
Principia Wealth Advisory
Texas
$4.86K +$2.99K +62 +151%
KA
658
Kozak & Associates
Colorado
$4.76K +$4.44K +92 New
HWP
659
Highline Wealth Partners
California
$4.72K -$9.65K -200 -67%
FP
660
Financial Perspectives
Minnesota
$4.72K – – –
TF
661
Tompkins Financial
New York
$4.67K – – –
VWM
662
Vermillion Wealth Management
Minnesota
$4.53K – – –
RWS
663
Retirement Wealth Solutions
Wisconsin
$4.2K -$4.49K -93 -51%
NFSG
664
Newbridge Financial Services Group
Florida
$4.06K – – –
HAP
665
Harbor Asset Planning
Massachusetts
$4.06K – – –
FFO
666
Fortitude Family Office
Arizona
$4.01K -$386 -8 -9%
CA
667
Centerpoint Advisors
Massachusetts
$4K +$4.54K +94 New
MAS
668
MPWM Advisory Solutions
Georgia
$3.92K – – –
MEG
669
Millstone Evans Group
Colorado
$3.87K – – –
SouthState Corp
670
SouthState Corp
Florida
$3.82K +$3.91K +81 New
1NWS
671
1 North Wealth Services
Maryland
$3.78K – – –
GEA
672
Glen Eagle Advisors
New Jersey
$3.73K – – –
MCF Advisors
673
MCF Advisors
Kentucky
$3.59K – – –
HI
674
Hoey Investments
Pennsylvania
$3.4K – – –
Schonfeld Strategic Advisors
675
Schonfeld Strategic Advisors
New York
$3.4K +$3.48K +72 New