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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
826
Caldwell Sutter Capital
California
$9.6K
DWM
827
Dogwood Wealth Management
Kansas
$9.52K +$453 +6 +5%
TFA
828
Transamerica Financial Advisors
Florida
$8.81K +$5.21K +69 +157%
LSA
829
Leonteq Securities AG
Switzerland
$8.51K
HNW
830
High Note Wealth
Minnesota
$8.43K +$1.81K +24 +28%
MAM
831
Marquette Asset Management
Minnesota
$8.36K +$4.22K +56 +108%
RWM
832
Raffa Wealth Management
District of Columbia
$8.05K +$1.89K +25 +32%
TFGT
833
TS Financial Group (TSFG)
Illinois
$8K
HHMI
834
Howard Hughes Medical Institute
Maryland
$7.82K +$302 +4 +4%
RTL
835
Red Tortoise LLC
Georgia
$7.74K
SWP
836
Strategic Wealth Partners
Ohio
$7.74K +$7.54K +100 New
PMFA
837
Plante Moran Financial Advisors
Michigan
$7.69K
CPG
838
Cornerstone Planning Group
New Jersey
$7.52K +$1.43K +19 +24%
WA
839
Westfuller Advisors
New York
$7.05K +$830 +11 +14%
T. Rowe Price Investment Management
840
T. Rowe Price Investment Management
Maryland
$7K +$1.06K +14 +20%
PWMG
841
Private Wealth Management Group
New Jersey
$6.96K
AF
842
Advisornet Financial
Minnesota
$6.81K
JFGIW
843
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.78K -$4.83K -64 -42%
FFO
844
Fortitude Family Office
Arizona
$6.73K
SHIM
845
Stone House Investment Management
Pennsylvania
$6.66K +$1.21K +16 +23%
S
846
Sachetta
Massachusetts
$6.35K
CFM
847
Cornerstone Financial Management
Massachusetts
$5.96K +$5.81K +77 New
GWSG
848
GPS Wealth Strategies Group
Colorado
$5.8K -$66.5K -881 -92%
SS
849
Sunbelt Securities
Texas
$5.73K
WAG
850
Wilkerson Advisory Group
Missouri
$5.73K +$5.58K +74 New