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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
701
Westside Investment Management
California
$2.65K – – –
NEWAS
702
N.E.W. Advisory Services
Wisconsin
$2.65K +$1.19K +40 +67%
ANBT
703
American National Bank & Trust
Texas
$2.65K – – –
LWM
704
Lodestone Wealth Management
Washington
$2.54K – – –
ADL
705
Asset Dedication LLC
California
$2.47K – – –
RWS
706
Retirement Wealth Solutions
Wisconsin
$2.41K +$209 +7 +8%
TPWA
707
Twin Peaks Wealth Advisors
California
$2.09K +$2.36K +79 New
ACM
708
Accent Capital Management
Ohio
$2.07K – – –
CH
709
Cromwell Holdings
Wyoming
$2.07K – – –
WCM
710
Winthrop Capital Management
Indiana
$2K – – –
SC
711
SouthState Corp
Florida
$1.94K +$1.43K +48 +192%
KFG
712
Kingdom Financial Group
Arizona
$1.78K +$2K +67 New
LAS
713
Lloyd Advisory Services
Georgia
$1.78K +$2K +67 New
IAS
714
IMA Advisory Services
Colorado
$1.7K -$209 -7 -10%
B
715
Bayban
Minnesota
$1.64K -$19.3K -646 -91%
WAS
716
Winch Advisory Services
Wisconsin
$1.56K – – –
SWIM
717
Smallwood Wealth Investment Management
New Jersey
$1.54K – – –
AF
718
Advisornet Financial
Minnesota
$1.35K +$686 +23 +82%
AA
719
Addison Advisors
Vermont
$1.33K – – –
PWA
720
Principia Wealth Advisory
Texas
$1.33K +$716 +24 +92%
JWM
721
JPL Wealth Management
Colorado
$1.33K +$1.49K +50 New
ACA
722
Atlas Capital Advisors
Wyoming
$1.27K – – –
WA
723
Whipplewood Advisors
Colorado
$1.25K +$1.28K +43 +1,075%
RCM
724
Richardson Capital Management
Wisconsin
$1.25K +$1.4K +47 New
HI
725
Horizon Investments
North Carolina
$1.17K +$1.01K +34 +340%