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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$6.7K +$1.41K +14 +29%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$6.7K
BBHC
328
Brown Brothers Harriman & Co
New York
$6.49K +$6.16K +61 New
KG
329
Kilter Group
New York
$6.49K +$6.16K +61 New
CA
330
Clearstead Advisors
Ohio
$5.74K -$25.8K -256 -83%
IA
331
IFP Advisors
Florida
$5.63K -$2.22K -22 -29%
HNW
332
High Note Wealth
Minnesota
$5.53K -$303 -3 -5%
KFAS
333
Keating Financial Advisory Services
Kansas
$5.1K +$4.85K +48 New
HWP
334
Highline Wealth Partners
California
$4.89K -$3.43K -34 -43%
OC
335
Oakworth Capital
Alabama
$3.83K
SGK
336
Steigerwald Gordon & Koch
Virginia
$3.51K
FG
337
Fairman Group
Pennsylvania
$2.76K
HCM
338
Hollencrest Capital Management
California
$2.44K
FFO
339
Fortitude Family Office
Arizona
$2.23K +$606 +6 +40%
AWM
340
Abound Wealth Management
Tennessee
$2.02K -$8.78K -87 -82%
SS
341
Sunbelt Securities
Texas
$1.91K
BIA
342
Bell Investment Advisors
California
$1.49K -$505 -5 -26%
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$1.38K
APW
344
Aventura Private Wealth
Florida
$1.38K
MWA
345
Medallion Wealth Advisors
Connecticut
$1.38K
BWA
346
Basecamp Wealth Advisors
Washington
$1.38K +$1.31K +13 New
TWD
347
True Wealth Design
Ohio
$1.17K -$101 -1 -8%
RWM
348
Rialto Wealth Management
New York
$1.06K
RWS
349
Retirement Wealth Solutions
Wisconsin
$1.06K +$202 +2 +25%
AW
350
Ankerstar Wealth
Texas
$957 +$909 +9 New