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Name Holding Trade Value Shares
Change
Change in
Stake
KG
326
Kilter Group
New York
$3.21K – – –
RWM
327
Raffa Wealth Management
District of Columbia
$3.2K +$4.53K +6 New
Harbour Investments
328
Harbour Investments
Wisconsin
$2.79K -$15.1K -20 -80%
BIA
329
Bell Investment Advisors
California
$2.67K – – –
PWPS
330
Pinnacle Wealth Planning Services
Ohio
$2.67K – – –
APW
331
Aventura Private Wealth
Florida
$2.67K +$3.77K +5 New
CVM
332
Cheviot Value Management
California
$2.14K +$3.02K +4 New
TFM
333
TFC Financial Management
Massachusetts
$2.14K – – –
Ameritas Advisory Services
334
Ameritas Advisory Services
Nebraska
$2.14K +$3.02K +4 New
SGFG
335
Silver Grove Financial Group
New York
$2.14K +$3.02K +4 New
JWA
336
JFS Wealth Advisors
Pennsylvania
$1.6K – – –
KFAS
337
Keating Financial Advisory Services
Kansas
$1.6K -$6.79K -9 -75%
HFS
338
Hughes Financial Services
Virginia
$1.6K +$1.51K +2 +200%
Global Retirement Partners
339
Global Retirement Partners
California
$1.6K +$2.26K +3 New
TFA
340
Transamerica Financial Advisors
Florida
$1.07K -$4.53K -6 -75%
CT
341
Clearstead Trust
Maine
$1.07K – – –
BGAI
342
Bruce G. Allen Investments
Colorado
$1.07K – – –
Optiver Holding
343
Optiver Holding
Netherlands
$1.07K +$1.51K +2 New
PTC
344
Private Trust Company
Ohio
$1.07K +$1.51K +2 New
Hantz Financial Services
345
Hantz Financial Services
Michigan
$1K -$1.51K -2 -50%
WCM
346
Winthrop Capital Management
Indiana
$1K -$754 -1 -33%
PWA
347
Physician Wealth Advisors
Utah
$535 +$754 +1 New
SouthState Corp
348
SouthState Corp
Florida
$535 +$754 +1 New
Nisa Investment Advisors
349
Nisa Investment Advisors
Missouri
$534 -$617K -818 -100%
IPS
350
Investors Portfolio Services
Washington
$534 -$754 -1 -50%