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Name Holding Trade Value Shares
Change
Change in
Stake
RIAS
701
Rachor Investment Advisory Services
Michigan
$2.01K – – –
WWM
702
Wolff Wiese Magana
California
$2.01K – – –
AW
703
Avion Wealth
Texas
$2K – – –
NWM
704
Nova Wealth Management
Florida
$1.97K +$2.07K +98 New
MCM
705
MV Capital Management
Maryland
$1.91K -$3.69K -175 -65%
KFP
706
Kerr Financial Planning
California
$1.81K – – –
HWA
707
Heritage Wealth Advisors
Virginia
$1.8K – – –
MIM
708
Marshall Investment Management
Colorado
$1.76K +$1.85K +88 New
APW
709
Allied Private Wealth
Florida
$1.69K +$1.69K +80 New
DWM
710
Darwin Wealth Management
Florida
$1.61K – – –
DWM
711
Dogwood Wealth Management
Kansas
$1.6K -$590 -28 -26%
BAM
712
Byrne Asset Management
New Jersey
$1.6K – – –
SHIM
713
Stone House Investment Management
Pennsylvania
$1.6K – – –
HIA
714
Highland Investment Advisors
Florida
$1.54K +$1.62K +77 New
GGI
715
Godsey & Gibb Inc
Virginia
$1.5K – – –
SMBT
716
Southern Michigan Bank & Trust
Michigan
$1.48K – – –
NFSG
717
Newbridge Financial Services Group
Florida
$1.42K +$21 +1 +1%
GIA
718
GHP Investment Advisors
Colorado
$1.12K -$9.99K -474 -89%
MWM
719
Mascoma Wealth Management
New Hampshire
$1.1K +$1.16K +55 New
BWAM
720
Boyd Watterson Asset Management
Ohio
$1K – – –
TCA
721
Trifecta Capital Advisors
Illinois
$1K +$1.05K +50 New
MS
722
Monetary Solutions
Ohio
$983 +$1.03K +49 New
NWMP
723
Noble Wealth Management PBC
Colorado
$943 +$991 +47 New
IA
724
IFG Advisory
Georgia
$903 +$949 +45 New
WB
725
Webster Bank
Connecticut
$863 +$906 +43 New