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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
676
Signature Equity Partners
Ohio
$9.85K – – –
M
677
MOTCO
Texas
$9.44K +$423 +2 +5%
JWM
678
JPL Wealth Management
Colorado
$9.24K – – –
SGK
679
Steigerwald Gordon & Koch
Virginia
$9.24K – – –
APW
680
Allied Private Wealth
Florida
$9.21K +$9.52K +45 New
TC
681
Truvestments Capital
Florida
$8.83K – – –
RWS
682
Retirement Wealth Solutions
Wisconsin
$8.62K -$212 -1 -2%
BF
683
BOK Financial
Oklahoma
$8.62K +$8.89K +42 New
SWP
684
Strategic Wealth Partners
Ohio
$7.6K -$4.23K -20 -35%
RIL
685
Rothschild Investment LLC
Illinois
$7.6K -$635 -3 -8%
CH
686
Cromwell Holdings
Wyoming
$7.6K +$3.39K +16 +76%
S
687
Sachetta
Massachusetts
$7.19K +$635 +3 +9%
CTC
688
Cetera Trust Company
Minnesota
$7.18K – – –
OW
689
Olistico Wealth
Oklahoma
$6.16K – – –
RWM
690
Rialto Wealth Management
New York
$6.16K +$1.48K +7 +30%
CPG
691
Cornerstone Planning Group
New Jersey
$5.55K -$212 -1 -4%
BLC
692
Brown, Lisle/Cummings
Rhode Island
$5.34K +$2.33K +11 +73%
AIM
693
Anchor Investment Management
South Carolina
$5.34K +$5.5K +26 New
CFS
694
CGC Financial Services
Oregon
$5.13K – – –
AW
695
Avion Wealth
Texas
$5K +$2.96K +14 +117%
TWD
696
True Wealth Design
Ohio
$4.93K +$2.12K +10 +71%
CT
697
Clearstead Trust
Maine
$4.72K – – –
GFA
698
Godfrey Financial Associates
New York
$4.72K – – –
WTA
699
Washington Trust Advisors
Massachusetts
$4.54K – – –
SIC
700
SJS Investment Consulting
Ohio
$4.52K – – –