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Name Holding Trade Value Shares
Change
Change in
Stake
KA
576
Kozak & Associates
Colorado
$2K – – –
AA
577
AlphaMark Advisors
Kentucky
$2K +$2.2K +29 New
MIM
578
Macroview Investment Management
Maryland
$1.96K – – –
MPCL
579
My Personal CFO LLC
Washington
$1.9K +$2.13K +28 New
ETC
580
Exchange Traded Concepts
Oklahoma
$1.83K – – –
BWL
581
Bogart Wealth LLC
Virginia
$1.69K -$7.52K -99 -80%
CWM
582
Cranbrook Wealth Management
Michigan
$1.69K – – –
ME
583
McIlrath & Eck
Washington
$1.69K – – –
NSIM
584
North Star Investment Management
Illinois
$1.69K – – –
PFSC
585
Peoples Financial Services Corp
Pennsylvania
$1.69K – – –
BCMLT
586
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.69K +$760 +10 +67%
RFG
587
RFP Financial Group
Georgia
$1.49K +$1.67K +22 New
SWM
588
Sugarloaf Wealth Management
Georgia
$1.35K -$10.8K -142 -88%
CA
589
Clearstead Advisors
Ohio
$1.35K – – –
IWP
590
IAG Wealth Partners
Wisconsin
$1.35K – – –
RFS
591
Retirement Financial Solutions
Tennessee
$1.35K +$1.52K +20 New
FMB
592
Field & Main Bank
Kentucky
$1.35K – – –
RWM
593
Raffa Wealth Management
District of Columbia
$1.22K – – –
FWM
594
Focused Wealth Management
New York
$1.15K -$19.4K -255 -94%
ZB
595
Zions Bancorporation
Utah
$1.15K -$5.7K -75 -82%
CFFP
596
Center for Financial Planning
Michigan
$1.15K – – –
MS
597
Madden Securities
Texas
$1.15K +$1.29K +17 New
PS
598
PayPay Securities
Japan
$1.15K +$1.29K +17 New
CWA
599
Clearview Wealth Advisors
Oregon
$1.08K +$456 +6 +60%
HWMA
600
Heritage Wealth Management (Arizona)
Arizona
$1.08K +$608 +8 +100%