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Name Holding Trade Value Shares
Change
Change in
Stake
VFM
401
Vision Financial Markets
Connecticut
$1.21K
CFB
402
Cullen/Frost Bankers
Texas
$1.21K +$1.1K +50 New
MYIA
403
Mount Yale Investment Advisors
Colorado
$1.21K +$1.1K +50 New
WA
404
WPG Advisers
Maryland
$1.19K +$1.08K +49 New
FPF
405
First Pacific Financial
Washington
$1.11K
SHIM
406
Stone House Investment Management
Pennsylvania
$1.11K +$1.01K +46 New
CH
407
Cromwell Holdings
Wyoming
$1.04K +$682 +31 +258%
CAL
408
Capital Advisors Ltd
Ohio
$1K +$440 +20 +167%
SWM
409
Spire Wealth Management
Virginia
$852 +$770 +35 New
HFS
410
Hughes Financial Services
Virginia
$830 +$132 +6 +30%
BTI
411
Blue Trust Inc
Georgia
$799 -$6.4K -291 -90%
PW
412
Pandora Wealth
Illinois
$799 +$286 +13 +65%
TPCW
413
TD Private Client Wealth
New York
$726 +$506 +23 +329%
TFM
414
TFC Financial Management
Massachusetts
$678
PS
415
PayPay Securities
Japan
$653 -$88 -4 -13%
BC
416
Bayforest Capital
United Kingdom
$605 -$132K -6,020 -100%
TWD
417
True Wealth Design
Ohio
$509 -$16K -728 -97%
BGAI
418
Bruce G. Allen Investments
Colorado
$436
RCM
419
Richardson Capital Management
Wisconsin
$387
SA
420
Scarborough Advisors
Maryland
$339 +$308 +14 New
SIC
421
SJS Investment Consulting
Ohio
$315 -$330 -15 -54%
RWM
422
Raffa Wealth Management
District of Columbia
$315
BHWM
423
Bay Harbor Wealth Management
Maryland
$266 +$154 +7 +175%
HIA
424
HFM Investment Advisors
New Jersey
$266 +$176 +8 +267%
SS
425
Sunbelt Securities
Texas
$247 +$242 +11 New