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Name Holding Trade Value Shares
Change
Change in
Stake
TD Private Client Wealth
351
TD Private Client Wealth
New York
$3.37K +$1.93K +9 +180%
HIW
352
Holos Integrated Wealth
Pennsylvania
$3K – – –
MAS
353
MPWM Advisory Solutions
Georgia
$2.68K – – –
JTBR
354
James T. Borello RIA
Illinois
$2.68K – – –
Quarry LP
355
Quarry LP
New York
$2.68K +$2.36K +11 New
JFS Wealth Advisors
356
JFS Wealth Advisors
Pennsylvania
$2.44K +$857 +4 +67%
APFP
357
Action Point Financial Planning
Michigan
$2.44K +$2.14K +10 New
TSMHT
358
Thurston Springer Miller Herd & Titak
Indiana
$2.44K – – –
SJS Investment Consulting
359
SJS Investment Consulting
Ohio
$2.19K -$214 -1 -10%
Bell Investment Advisors
360
Bell Investment Advisors
California
$2.19K – – –
AW
361
Avion Wealth
Texas
$2K -$428 -2 -15%
Farmers & Merchants Investments Inc
362
Farmers & Merchants Investments Inc
Nebraska
$1.95K – – –
Hughes Financial Services
363
Hughes Financial Services
Virginia
$1.95K +$1.28K +6 +300%
Wealth Enhancement Trust Services
364
Wealth Enhancement Trust Services
South Dakota
$1.95K +$1.71K +8 New
SBI Securities
365
SBI Securities
Japan
$1.46K – – –
FFO
366
Fortitude Family Office
Arizona
$1.22K -$214 -1 -17%
GFA
367
Godfrey Financial Associates
New York
$1.22K – – –
FNWA
368
Financial Network Wealth Advisors
Utah
$1K +$857 +4 New
Marquette Asset Management
369
Marquette Asset Management
Minnesota
$975 – – –
PWMG
370
Prestige Wealth Management Group
New Jersey
$975 – – –
CCMI
371
Creative Capital Management Investments
California
$731 +$642 +3 New
Plante Moran Financial Advisors
372
Plante Moran Financial Advisors
Michigan
$731 +$642 +3 New
Fulcrum Asset Management
373
Fulcrum Asset Management
United Kingdom
$491 +$428 +2 New
PWMG
374
Private Wealth Management Group
New Jersey
$488 – – –
AW
375
Ankerstar Wealth
Texas
$487 – – –