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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$2.05K +$1.67K +66 +388%
BFS
277
Bare Financial Services
Pennsylvania
$1.56K +$785 +31 +97%
PWA
278
Physician Wealth Advisors
Utah
$1.46K -$912 -36 -38%
CFO
279
CVA Family Office
Colorado
$1.24K +$1.27K +50 New
KFAS
280
Keating Financial Advisory Services
Kansas
$1.14K +$709 +28 +156%
TFA
281
Transamerica Financial Advisors
Florida
$1.11K +$76 +3 +7%
AW
282
Avion Wealth
Texas
$1K +$760 +30 +94%
FFG
283
Forum Finance Group
$1K +$886 +35 New
RWS
284
Retirement Wealth Solutions
Wisconsin
$990 +$582 +23 +135%
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$866
RWM
286
Raffa Wealth Management
District of Columbia
$792 +$25 +1 +3%
CIAM
287
Caitong International Asset Management
Hong Kong
$717 +$734 +29 New
AW
288
Ankerstar Wealth
Texas
$569 +$456 +18 +360%
CFM
289
Cornerstone Financial Management
Massachusetts
$520 +$532 +21 New
WA
290
Whipplewood Advisors
Colorado
$520 +$532 +21 New
RWM
291
Rialto Wealth Management
New York
$495 +$405 +16 +400%
TPCW
292
TD Private Client Wealth
New York
$495 +$506 +20 New
ACA
293
American Capital Advisory
Idaho
$347 +$355 +14 New
CPG
294
Cornerstone Planning Group
New Jersey
$322 +$279 +11 New
IPS
295
Investors Portfolio Services
Washington
$322 +$355 +14 New
GWM
296
Gilpin Wealth Management
Colorado
$248 +$152 +6 +150%
GFA
297
Godfrey Financial Associates
New York
$247
SIC
298
SJS Investment Consulting
Ohio
$223 -$532 -21 -70%
TM
299
Torren Management
California
$223 -$279 -11 -55%
KG
300
Kilter Group
New York
$174 +$177 +7 New