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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Spire Wealth Management
Virginia
$2.08K
TPCW
552
TD Private Client Wealth
New York
$2.08K +$122 +3 +7%
SIS
553
Sound Income Strategies
Florida
$2.05K +$2.04K +50 New
FPF
554
First Pacific Financial
Washington
$2.03K
CH
555
Cromwell Holdings
Wyoming
$1.9K
SIC
556
SJS Investment Consulting
Ohio
$1.81K +$815 +20 +95%
BFS
557
Bare Financial Services
Pennsylvania
$1.77K +$1.63K +40 New
AWM
558
Activest Wealth Management
Florida
$1.72K -$3.1K -76 -66%
SC
559
SouthState Corp
Florida
$1.33K
CA
560
Clearstead Advisors
Ohio
$1.33K +$978 +24 +400%
B
561
Bayban
Minnesota
$1.32K +$1.22K +30 New
HCM
562
Horrell Capital Management
Arkansas
$1.32K +$1.22K +30 New
TFM
563
TFC Financial Management
Massachusetts
$1.24K
BHWM
564
Bay Harbor Wealth Management
Maryland
$1.24K +$367 +9 +47%
PS
565
PayPay Securities
Japan
$1.15K -$1.02K -25 -49%
HFS
566
Hughes Financial Services
Virginia
$1.15K
OC
567
Optima Capital
Oregon
$1.15K +$1.06K +26 New
GSWM
568
Golden State Wealth Management
California
$1.1K -$3.99K -98 -80%
CIA
569
Cape Investment Advisory
Georgia
$1.1K +$1.02K +25 New
Bessemer Group
570
Bessemer Group
New Jersey
$1K
CAL
571
Capital Advisors Ltd
Ohio
$1K
VNA
572
Valley National Advisers
Pennsylvania
$1K
OCM
573
Osbon Capital Management
Massachusetts
$972 +$897 +22 New
RWM
574
Rialto Wealth Management
New York
$796
BGAI
575
Bruce G. Allen Investments
Colorado
$795