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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
701
Reyes Financial Architecture
California
$4.2K
CH
702
Cromwell Holdings
Wyoming
$4.11K +$1.16K +14 +44%
PAP
703
Persistent Asset Partners
Hong Kong
$3.75K +$3.48K +42 New
MB
704
MidFirst Bank
Oklahoma
$3.58K
RWS
705
Retirement Wealth Solutions
Wisconsin
$3.58K +$497 +6 +18%
MNA
706
Manning & Napier Advisors
New York
$3.5K +$3.23K +39 New
SWM
707
Spire Wealth Management
Virginia
$3.49K
BGAI
708
Bruce G. Allen Investments
Colorado
$3.4K
BHWM
709
Bay Harbor Wealth Management
Maryland
$3.4K +$663 +8 +27%
BFS
710
Bare Financial Services
Pennsylvania
$3.31K +$2.32K +28 +311%
BWL
711
Bogart Wealth LLC
Virginia
$3.22K +$994 +12 +50%
SC
712
SouthState Corp
Florida
$2.68K
VWA
713
Valued Wealth Advisors
Utah
$2.63K +$166 +2 +7%
FMP
714
Financial Management Professionals
Texas
$2.59K
MAM
715
Marquette Asset Management
Minnesota
$2.5K
CFM
716
Cornerstone Financial Management
Massachusetts
$2.5K
SEP
717
Signature Equity Partners
Ohio
$2.41K +$166 +2 +8%
TM
718
Torren Management
California
$2.4K
CYG
719
Clean Yield Group
Vermont
$2.32K
AAS
720
Ameritas Advisory Services
Nebraska
$2.31K -$659K -7,950 -100%
HIA
721
HFM Investment Advisors
New Jersey
$2.23K +$994 +12 +92%
DWM
722
Dogwood Wealth Management
Kansas
$2.23K +$2.07K +25 New
TWIM
723
TIAA Wealth Investment Management
New York
$2.23K +$2.07K +25 New
CPG
724
Cornerstone Planning Group
New Jersey
$2.11K
OAJ
725
Ogorek Anthony Joseph
New York
$2K