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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
451
Caitong International Asset Management
Hong Kong
$5.57K -$23.2K -2,458 -81%
SIS
452
Sound Income Strategies
Florida
$5.22K
PWA
453
Physician Wealth Advisors
Utah
$5.1K -$1.05K -111 -18%
CIA
454
Cape Investment Advisory
Georgia
$5.09K
AAG
455
Accordant Advisory Group
Maryland
$4.99K
FUBT
456
First United Bank & Trust
Maryland
$4.99K
MMCM
457
Murphy & Mullick Capital Management
New York
$4.99K
MG
458
Mather Group
Illinois
$4.08K +$2.26K +239 +141%
SS
459
Sunbelt Securities
Texas
$3.49K
RIL
460
Rothschild Investment LLC
Illinois
$3.34K
NC
461
NewSquare Capital
Pennsylvania
$2.83K +$1.74K +184 +184%
RF
462
Rossby Financial
Florida
$2.75K +$2.74K +290 New
CA
463
Continuum Advisory
Idaho
$2.52K -$1.21K -128 -34%
AIM
464
Anchor Investment Management
South Carolina
$2.5K
WTC
465
WhitTier Trust Company
Nevada
$2.42K
SN
466
Sittner & Nelson
Oregon
$2.37K
TWD
467
True Wealth Design
Ohio
$2.34K +$699 +74 +46%
W
468
WealthCollab
Washington
$2.26K -$4.46K -472 -68%
TSMHT
469
Thurston Springer Miller Herd & Titak
Indiana
$2.23K
SIC
470
SJS Investment Consulting
Ohio
$2.01K +$1.9K +201 New
BTC
471
Bank & Trust Company
Illinois
$2K
MAS
472
MPWM Advisory Solutions
Georgia
$1.73K
SWA
473
SOA Wealth Advisors
New York
$1.7K
RWM
474
Raffa Wealth Management
District of Columbia
$1.06K
TFGT
475
TS Financial Group (TSFG)
Illinois
$1K