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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
801
Trust Company of Toledo
Ohio
$9.18K +$9.5K +75 New
AA
802
Addison Advisors
Vermont
$8.94K +$8.23K +65 +813%
BIA
803
Bell Investment Advisors
California
$8.45K +$760 +6 +10%
AW
804
Avion Wealth
Texas
$8K +$2.15K +17 +33%
DWS
805
Dynamic Wealth Strategies
California
$7.96K – – –
BFS
806
Bare Financial Services
Pennsylvania
$7.71K +$5.7K +45 +250%
KG
807
Kilter Group
New York
$7.59K -$1.14K -9 -13%
EF
808
Entrust Financial
Pennsylvania
$7.59K – – –
BGAI
809
Bruce G. Allen Investments
Colorado
$7.47K +$6.84K +54 +771%
WA
810
Westfuller Advisors
New York
$7.22K +$3.67K +29 +97%
SVCP
811
Silicon Valley Capital Partners
California
$6.86K – – –
SC
812
SouthState Corp
Florida
$6.49K +$4.43K +35 +194%
BWS
813
Buck Wealth Strategies
Colorado
$6.37K +$6.59K +52 New
CFM
814
Compass Financial Management
Florida
$6.29K +$4.94K +39 New
HIA
815
Harbor Investment Advisory
Maryland
$6.12K -$53.8K -425 -89%
BCM
816
Blume Capital Management
California
$6.12K – – –
FPF
817
First Pacific Financial
Washington
$6K – – –
JWM
818
JPL Wealth Management
Colorado
$5.63K +$1.39K +11 +31%
BCM
819
Boreal Capital Management
Florida
$5.51K – – –
PWA
820
Provenance Wealth Advisors
Florida
$5.51K – – –
TCM
821
TD Capital Management
Tennessee
$5.51K – – –
SGFG
822
Silver Grove Financial Group
New York
$5.51K +$5.7K +45 New
SEP
823
Signature Equity Partners
Ohio
$5.39K +$127 +1 +2%
JSAM
824
J. Safra Asset Management
New York
$5.14K – – –
PWA
825
Principia Wealth Advisory
Texas
$5.14K +$4.56K +36 +600%