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Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
726
Marshall & Sterling Wealth Advisors
New York
$7.39K – – –
TFGT
727
TS Financial Group (TSFG)
Illinois
$7K – – –
ZBNA
728
Zions Bancorporation, National Association
Utah
$6.82K -$32.2K -493 -82%
WA
729
WPG Advisers
Maryland
$6.69K – – –
PSFG
730
Park Square Financial Group
Georgia
$6.32K – – –
RTL
731
Red Tortoise LLC
Georgia
$6.32K – – –
FDW
732
Fourth Dimension Wealth
Ohio
$6.31K – – –
PMFA
733
Plante Moran Financial Advisors
Michigan
$6.27K – – –
CPG
734
Cornerstone Planning Group
New Jersey
$6.03K -$2.94K -45 -34%
AWM
735
Activest Wealth Management
Florida
$5.94K -$588 -9 -9%
HHMI
736
Howard Hughes Medical Institute
Maryland
$5.94K +$6.14K +94 New
PWMG
737
Private Wealth Management Group
New Jersey
$5.68K – – –
DWM
738
Dogwood Wealth Management
Kansas
$5.52K +$3.92K +60 +214%
HNW
739
High Note Wealth
Minnesota
$5.49K – – –
SC
740
Solstein Capital
California
$5.24K +$5.42K +83 New
S
741
Sachetta
Massachusetts
$5.18K +$1.24K +19 +30%
OAJ
742
Ogorek Anthony Joseph
New York
$5K -$1.44K -22 -21%
RWM
743
Raffa Wealth Management
District of Columbia
$4.99K -$1.44K -22 -22%
FFO
744
Fortitude Family Office
Arizona
$4.99K -$65 -1 -1%
TCOV
745
Trust Company of Vermont
Vermont
$4.99K – – –
AF
746
Advisornet Financial
Minnesota
$4.86K -$9.99K -153 -67%
SL
747
Salomon & Ludwin
Virginia
$4.66K – – –
TFG
748
Team Financial Group
California
$4.54K +$4.7K +72 New
AWM
749
Abound Wealth Management
Tennessee
$4.49K – – –
TSMHT
750
Thurston Springer Miller Herd & Titak
Indiana
$4.23K +$1.96K +30 +81%