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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
601
Prestige Wealth Management Group
New Jersey
$4.29K -$1.15K -25 -19%
AWM
602
Abound Wealth Management
Tennessee
$4.21K – – –
TWD
603
True Wealth Design
Ohio
$4.17K -$2.93K -64 -39%
BIM
604
Bullseye Investment Management
Ohio
$4.09K – – –
SNBOSCI
605
Security National Bank of Sioux City Iowa
Iowa
$4.09K +$4.58K +100 New
WTA
606
Washington Trust Advisors
Massachusetts
$4.05K -$5.36K -117 -54%
TFGT
607
TS Financial Group (TSFG)
Illinois
$4K – – –
CH
608
CDKV Holdings
Colorado
$3.96K – – –
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.88K – – –
PJC
610
Phillip James Consulting
Minnesota
$3.68K +$4.12K +90 New
AAG
611
Armstrong Advisory Group
Massachusetts
$3.43K – – –
HI
612
Horizon Investments
North Carolina
$3.31K -$496K -10,824 -99%
EI
613
EFG International
$3.31K – – –
W
614
WealthCollab
Washington
$3.27K -$5.77K -126 -61%
NSG
615
Nalls Sherbakoff Group
Tennessee
$3.27K -$1.92K -42 -34%
BC
616
Barrett & Company
Rhode Island
$3.27K – – –
BIAS
617
Beacon Investment Advisory Services
New Jersey
$3.27K – – –
AF
618
Alerus Financial
North Dakota
$3.11K – – –
WAG
619
Wiser Advisor Group
Arizona
$3.01K +$46 +1 +1%
CAL
620
Capital Analysts LLC
Pennsylvania
$3K – – –
GJIA
621
Glass Jacobson Investment Advisors
Maryland
$2.82K +$3.16K +69 New
SA
622
Strategic Advocates
Utah
$2.82K +$3.16K +69 New
MP
623
McDonald Partners
Ohio
$2.78K +$3.11K +68 New
SEP
624
Signature Equity Partners
Ohio
$2.71K +$2.79K +61 +1,220%
FNWA
625
Financial Network Wealth Advisors
Utah
$2.58K -$3.21K -70 -53%