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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
701
High Note Wealth
Minnesota
$5.18K +$1.49K +18 +45%
IAS
702
IMA Advisory Services
Colorado
$5.18K +$1.66K +20 +53%
RWM
703
Rialto Wealth Management
New York
$4.92K +$1.91K +23 +72%
DPW
704
DiNuzzo Private Wealth
Pennsylvania
$4.74K – – –
CCMI
705
Creative Capital Management Investments
California
$4.74K +$4.39K +53 New
RFA
706
Reyes Financial Architecture
California
$4.2K – – –
CH
707
Cromwell Holdings
Wyoming
$4.11K +$1.16K +14 +44%
PAP
708
Persistent Asset Partners
Hong Kong
$3.75K +$3.48K +42 New
MB
709
MidFirst Bank
Oklahoma
$3.58K – – –
RWS
710
Retirement Wealth Solutions
Wisconsin
$3.58K +$497 +6 +18%
MNA
711
Manning & Napier Advisors
New York
$3.5K +$3.23K +39 New
SWM
712
Spire Wealth Management
Virginia
$3.49K – – –
BGAI
713
Bruce G. Allen Investments
Colorado
$3.4K – – –
BHWM
714
Bay Harbor Wealth Management
Maryland
$3.4K +$663 +8 +27%
BFS
715
Bare Financial Services
Pennsylvania
$3.31K +$2.32K +28 +311%
BWL
716
Bogart Wealth LLC
Virginia
$3.22K +$994 +12 +50%
SC
717
SouthState Corp
Florida
$2.68K – – –
VWA
718
Valued Wealth Advisors
Utah
$2.63K +$166 +2 +7%
FMP
719
Financial Management Professionals
Texas
$2.59K – – –
MAM
720
Marquette Asset Management
Minnesota
$2.5K – – –
CFM
721
Cornerstone Financial Management
Massachusetts
$2.5K – – –
SEP
722
Signature Equity Partners
Ohio
$2.41K +$166 +2 +8%
TM
723
Torren Management
California
$2.4K – – –
CYG
724
Clean Yield Group
Vermont
$2.32K – – –
AAS
725
Ameritas Advisory Services
Nebraska
$2.31K -$659K -7,950 -100%