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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
501
Annapolis Financial Services
Maryland
$4.4K
FFO
502
Fortitude Family Office
Arizona
$4.4K +$4.38K +24 New
W
503
WealthCollab
Washington
$4.22K +$4.19K +23 New
TWM
504
Tradition Wealth Management
Minnesota
$4K
KFS
505
Kelly Financial Services
Massachusetts
$3.34K
IPW
506
Impact Partnership Wealth
Georgia
$3.3K
MA
507
MCF Advisors
Kentucky
$3.12K -$7.11K -39 -70%
VNA
508
Valley National Advisers
Pennsylvania
$3K
WIA
509
Wetzel Investment Advisors
Indiana
$3K +$2.55K +14 New
Allspring Global Investments
510
Allspring Global Investments
North Carolina
$2.93K
RWM
511
Raffa Wealth Management
District of Columbia
$2.93K
CAM
512
ClariVest Asset Management
California
$2.54K +$2.55K +14 New
DF
513
DecisionPoint Financial
Arizona
$2.38K
FCA
514
FinTrust Capital Advisors
South Carolina
$2.38K
MCM
515
MidAtlantic Capital Management
Virginia
$2.2K +$2.19K +12 New
AAP
516
Arax Advisory Partners
Colorado
$2.02K -$16.2K -89 -89%
AW
517
Avion Wealth
Texas
$2K
M
518
MOTCO
Texas
$1.83K
TCM
519
Tradewinds Capital Management
Washington
$1.83K
GIA
520
GHP Investment Advisors
Colorado
$1.47K
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28K -$9.66K -53 -88%
MFA
522
McClarren Financial Advisors
Pennsylvania
$1K
LFG
523
Larson Financial Group
Missouri
$917 -$16.4K -90 -95%
GTAM
524
Global Trust Asset Management
Florida
$734
TFM
525
TFC Financial Management
Massachusetts
$734