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Name Holding Trade Value Shares
Change
Change in
Stake
FP
476
Financial Perspectives
Minnesota
$2.92K +$29 +2 +1%
NOI
477
Newton One Investments
Delaware
$2.81K – – –
GSWM
478
Golden State Wealth Management
California
$2.61K +$44 +3 +2%
LI
479
LRI Investments
Florida
$2.57K – – –
WIM
480
Westside Investment Management
California
$2.53K – – –
TCOT
481
Trust Company of Toledo
Ohio
$2.51K – – –
SGK
482
Steigerwald Gordon & Koch
Virginia
$2.43K – – –
PWA
483
Principia Wealth Advisory
Texas
$2.4K +$629 +43 +37%
AFC
484
Ares Financial Consulting
California
$2.35K +$15 +1 +0.6%
PWA
485
Provenance Wealth Advisors
Florida
$2.31K – – –
TCM
486
Triumph Capital Management
Colorado
$2.27K +$292 +20 +15%
MWPCG
487
Measured Wealth Private Client Group
New Hampshire
$2.25K – – –
KFG
488
Kingdom Financial Group
Arizona
$2.25K +$2.19K +150 New
LAS
489
Lloyd Advisory Services
Georgia
$2.25K +$2.19K +150 New
BC
490
Bayforest Capital
United Kingdom
$2.21K +$2.15K +147 New
BWM
491
Benson Wealth Management
Tennessee
$2.13K – – –
WAS
492
Winch Advisory Services
Wisconsin
$2.09K +$29 +2 +1%
IAS
493
IMA Advisory Services
Colorado
$2.06K -$29 -2 -1%
WA
494
Westfuller Advisors
New York
$2.03K +$29 +2 +2%
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
BL
496
BFSG LLC
California
$1.98K – – –
PTC
497
Private Trust Company
Ohio
$1.95K – – –
SWP
498
Strategic Wealth Partners
Ohio
$1.91K – – –
EWM
499
Evolution Wealth Management
Florida
$1.89K – – –
AA
500
Addison Advisors
Vermont
$1.86K +$1.81K +124 New