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Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
701
American National Bank & Trust
Texas
$2.65K
LWM
702
Lodestone Wealth Management
Washington
$2.54K
ADL
703
Asset Dedication LLC
California
$2.47K
RWS
704
Retirement Wealth Solutions
Wisconsin
$2.41K +$209 +7 +8%
TPWA
705
Twin Peaks Wealth Advisors
California
$2.09K +$2.36K +79 New
ACM
706
Accent Capital Management
Ohio
$2.07K
CH
707
Cromwell Holdings
Wyoming
$2.07K
WCM
708
Winthrop Capital Management
Indiana
$2K
SC
709
SouthState Corp
Florida
$1.94K +$1.43K +48 +192%
KFG
710
Kingdom Financial Group
Arizona
$1.78K +$2K +67 New
LAS
711
Lloyd Advisory Services
Georgia
$1.78K +$2K +67 New
IAS
712
IMA Advisory Services
Colorado
$1.7K -$209 -7 -10%
B
713
Bayban
Minnesota
$1.64K -$19.3K -646 -91%
WAS
714
Winch Advisory Services
Wisconsin
$1.56K
SWIM
715
Smallwood Wealth Investment Management
New Jersey
$1.54K
AF
716
Advisornet Financial
Minnesota
$1.35K +$686 +23 +82%
AA
717
Addison Advisors
Vermont
$1.33K
JWM
718
JPL Wealth Management
Colorado
$1.33K +$1.49K +50 New
ACA
719
Atlas Capital Advisors
Wyoming
$1.27K
WA
720
Whipplewood Advisors
Colorado
$1.25K +$1.28K +43 +1,075%
RCM
721
Richardson Capital Management
Wisconsin
$1.25K +$1.4K +47 New
HI
722
Horizon Investments
North Carolina
$1.17K +$1.01K +34 +340%
HWP
723
Highline Wealth Partners
California
$1.17K +$1.31K +44 New
KG
724
Kilter Group
New York
$1.11K
BFS
725
Bare Financial Services
Pennsylvania
$1.11K +$806 +27 +180%