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Name Holding Trade Value Shares
Change
Change in
Stake
RMP
626
Richards, Merrill & Peterson
Washington
$9.27K +$10.2K +45 New
AWM
627
Abound Wealth Management
Tennessee
$9.07K -$1.58K -7 -14%
RWM
628
Rialto Wealth Management
New York
$8.86K +$9.27K +41 +2,050%
RWM
629
Raffa Wealth Management
District of Columbia
$8.66K
JWM
630
JPL Wealth Management
Colorado
$8.45K +$9.27K +41 New
B
631
Bayban
Minnesota
$8.24K
MAM
632
Morse Asset Management
Connecticut
$8.24K
PSFG
633
Park Square Financial Group
Georgia
$8.24K +$904 +4 +11%
TFA
634
Toth Financial Advisory
Virginia
$8.24K +$1.13K +5 +14%
CCMI
635
Creative Capital Management Investments
California
$8.04K
ST
636
Smithfield Trust
Pennsylvania
$8K
IAS
637
IMA Advisory Services
Colorado
$7.63K -$226 -1 -3%
TC
638
Truvestments Capital
Florida
$7.63K
EI
639
EFG International
$7.42K +$8.14K +36 New
FMB
640
Field & Main Bank
Kentucky
$7.21K
KFG
641
Kingdom Financial Group
Arizona
$6.18K +$6.78K +30 New
LAS
642
Lloyd Advisory Services
Georgia
$6.18K +$6.78K +30 New
VR
643
Vision Retirement
New Jersey
$5.63K
OCM
644
Orion Capital Management
California
$5.36K
BFS
645
Beacon Financial Strategies
North Carolina
$5.15K
WA
646
WPG Advisers
Maryland
$5.15K +$452 +2 +9%
GSEP
647
Golden State Equity Partners
California
$5.15K +$5.65K +25 New
IWS
648
Intentional Wealth Strategies
Colorado
$5.15K +$5.65K +25 New
FCAS
649
First Command Advisory Services
Texas
$4.95K +$904 +4 +20%
BCM
650
Boreal Capital Management
Florida
$4.95K +$5.42K +24 New