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Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Clearstead Trust
Maine
$4.57K – – –
CWM
477
Copia Wealth Management
Oregon
$4.4K – – –
AP
478
Aspect Partners
Virginia
$4.28K +$3.97K +107 New
FLFS
479
Family Legacy Financial Solutions
North Carolina
$4K – – –
GK
480
Graney & King
New York
$4K – – –
Montag & Associates
481
Montag & Associates
Georgia
$4K – – –
WA
482
WPG Advisers
Maryland
$3.76K +$1.67K +45 +92%
PWA
483
Physician Wealth Advisors
Utah
$3.64K – – –
BIA
484
Bell Investment Advisors
California
$3.4K – – –
MCM
485
MV Capital Management
Maryland
$3.4K – – –
JWM
486
JPL Wealth Management
Colorado
$3.32K +$3.08K +83 New
DWM
487
Dogwood Wealth Management
Kansas
$3.2K – – –
NSIM
488
North Star Investment Management
Illinois
$2.8K – – –
Bogart Wealth LLC
489
Bogart Wealth LLC
Virginia
$2.68K +$556 +15 +29%
FDW
490
Fourth Dimension Wealth
Ohio
$2.56K -$519 -14 -18%
RWS
491
Retirement Wealth Solutions
Wisconsin
$2.32K +$2.15K +58 New
NL
492
NVWM LLC
Pennsylvania
$2.32K – – –
T
493
Tidemark
California
$2.12K – – –
CFO
494
CVA Family Office
Colorado
$2.04K – – –
PS
495
PayPay Securities
Japan
$2.03K +$890 +24 +89%
Compagnie Lombard Odier SCmA
496
Compagnie Lombard Odier SCmA
Switzerland
$2K – – –
FC
497
Fairscale Capital
New Hampshire
$2K – – –
GA
498
GoalVest Advisory
New York
$2K – – –
AIC
499
Archer Investment Corporation
Indiana
$1.96K -$18.5K -500 -91%
Wealthspire Advisors (New York)
500
Wealthspire Advisors (New York)
New York
$1.92K +$1.78K +48 New