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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
651
Reyes Financial Architecture
California
$3.43K – – –
HNW
652
High Note Wealth
Minnesota
$2.92K -$2.09K -28 -41%
MB
653
MidFirst Bank
Oklahoma
$2.92K +$2.99K +40 New
SWM
654
Spire Wealth Management
Virginia
$2.85K – – –
BGAI
655
Bruce G. Allen Investments
Colorado
$2.77K -$1.94K -26 -41%
IAS
656
IMA Advisory Services
Colorado
$2.77K -$299 -4 -10%
RWS
657
Retirement Wealth Solutions
Wisconsin
$2.48K +$821 +11 +48%
CH
658
Cromwell Holdings
Wyoming
$2.34K +$597 +8 +33%
RWM
659
Rialto Wealth Management
New York
$2.34K +$1.04K +14 +78%
SC
660
SouthState Corp
Florida
$2.19K – – –
BHWM
661
Bay Harbor Wealth Management
Maryland
$2.19K +$672 +9 +43%
FMP
662
Financial Management Professionals
Texas
$2.12K – – –
MAM
663
Marquette Asset Management
Minnesota
$2.04K -$522 -7 -20%
CFM
664
Cornerstone Financial Management
Massachusetts
$2.04K – – –
OAJ
665
Ogorek Anthony Joseph
New York
$2K – – –
VWA
666
Valued Wealth Advisors
Utah
$2K +$1.19K +16 +145%
TM
667
Torren Management
California
$1.96K -$201K -2,691 -99%
CPG
668
Cornerstone Planning Group
New Jersey
$1.94K +$1.79K +24 New
CYG
669
Clean Yield Group
Vermont
$1.9K – – –
SEP
670
Signature Equity Partners
Ohio
$1.81K -$4.48K -60 -71%
BWL
671
Bogart Wealth LLC
Virginia
$1.75K +$746 +10 +71%
AT
672
Arlington Trust
Alabama
$1.53K +$1.57K +21 New
NB
673
NBT Bank
New York
$1.39K +$1.42K +19 New
WAS
674
Winch Advisory Services
Wisconsin
$1.35K +$75 +1 +6%
Kayne Anderson Rudnick Investment Management
675
Kayne Anderson Rudnick Investment Management
California
$1.33K – – –