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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
451
N.E.W. Advisory Services
Wisconsin
$2.19K – – –
SS
452
Sunbelt Securities
Texas
$2.02K +$2.55K +92 New
AW
453
Avion Wealth
Texas
$2K -$1.42K -51 -30%
BIA
454
Bell Investment Advisors
California
$1.86K – – –
RWS
455
Retirement Wealth Solutions
Wisconsin
$1.82K +$527 +19 +30%
MAM
456
Marquette Asset Management
Minnesota
$1.82K +$915 +33 +66%
YP
457
YANKCOM Partnership
South Dakota
$1.75K – – –
AIS
458
Advocate Investing Services
Maryland
$1.65K – – –
MCM
459
MV Capital Management
Maryland
$1.54K -$416 -15 -18%
NSIM
460
North Star Investment Management
Illinois
$1.54K -$305 -11 -14%
IAS
461
IMA Advisory Services
Colorado
$1.45K – – –
SWP
462
Strategic Wealth Partners
Ohio
$1.43K +$139 +5 +8%
FDW
463
Fourth Dimension Wealth
Ohio
$1.4K – – –
FFO
464
Fortitude Family Office
Arizona
$1.34K -$2.75K -99 -62%
OCWP
465
Owl Creek Wealth Partners
Colorado
$1.32K +$1.66K +60 New
Bogart Wealth LLC
466
Bogart Wealth LLC
Virginia
$1.27K -$250 -9 -13%
NL
467
NVWM LLC
Pennsylvania
$1.27K – – –
PS
468
PayPay Securities
Japan
$1.19K +$555 +20 +77%
UMB Bank
469
UMB Bank
Missouri
$1.19K -$139 -5 -8%
CH
470
Cromwell Holdings
Wyoming
$1.19K +$305 +11 +26%
T
471
Tidemark
California
$1.16K – – –
HWP
472
Highline Wealth Partners
California
$1.14K +$1.44K +52 New
SIS
473
Sound Income Strategies
Florida
$1.1K – – –
Compagnie Lombard Odier SCmA
474
Compagnie Lombard Odier SCmA
Switzerland
$1.1K – – –
FC
475
Fairscale Capital
New Hampshire
$1.1K – – –