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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
676
JPL Wealth Management
Colorado
$9.24K
SGK
677
Steigerwald Gordon & Koch
Virginia
$9.24K
APW
678
Allied Private Wealth
Florida
$9.21K +$9.52K +45 New
TC
679
Truvestments Capital
Florida
$8.83K
RWS
680
Retirement Wealth Solutions
Wisconsin
$8.62K -$212 -1 -2%
BF
681
BOK Financial
Oklahoma
$8.62K +$8.89K +42 New
SWP
682
Strategic Wealth Partners
Ohio
$7.6K -$4.23K -20 -35%
RIL
683
Rothschild Investment LLC
Illinois
$7.6K -$635 -3 -8%
CH
684
Cromwell Holdings
Wyoming
$7.6K +$3.39K +16 +76%
S
685
Sachetta
Massachusetts
$7.19K +$635 +3 +9%
CTC
686
Cetera Trust Company
Minnesota
$7.18K
OW
687
Olistico Wealth
Oklahoma
$6.16K
RWM
688
Rialto Wealth Management
New York
$6.16K +$1.48K +7 +30%
CPG
689
Cornerstone Planning Group
New Jersey
$5.55K -$212 -1 -4%
CFS
690
CGC Financial Services
Oregon
$5.13K
AW
691
Avion Wealth
Texas
$5K +$2.96K +14 +117%
TWD
692
True Wealth Design
Ohio
$4.93K +$2.12K +10 +71%
CT
693
Clearstead Trust
Maine
$4.72K
GFA
694
Godfrey Financial Associates
New York
$4.72K
WTA
695
Washington Trust Advisors
Massachusetts
$4.54K
SIC
696
SJS Investment Consulting
Ohio
$4.52K
RWM
697
Raffa Wealth Management
District of Columbia
$4.52K +$212 +1 +5%
CCMI
698
Creative Capital Management Investments
California
$4.52K +$4.66K +22 New
BHWM
699
Bay Harbor Wealth Management
Maryland
$4.31K +$1.06K +5 +31%
LSA
700
Leonteq Securities AG
Switzerland
$4.11K -$2.54K -12 -38%