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Name Holding Trade Value Shares
Change
Change in
Stake
JEST
226
JTC Employer Solutions Trustee
Jersey
$2K
CPG
227
Cornerstone Planning Group
New Jersey
$1.95K -$263 -42 -12%
VWM
228
Venturi Wealth Management
Texas
$1.78K
WT
229
Whittier Trust
California
$1.77K
GJIA
230
Glass Jacobson Investment Advisors
Maryland
$1.71K
W
231
WealthCollab
Washington
$1.67K -$965 -154 -35%
SWM
232
Spire Wealth Management
Virginia
$1.52K +$1.62K +258 New
VCM
233
Versant Capital Management
Arizona
$1.35K +$1.44K +229 New
WA
234
Whipplewood Advisors
Colorado
$1.3K +$1.39K +221 New
AWM
235
Avior Wealth Management
Nebraska
$1.25K
MA
236
Montag & Associates
Georgia
$1.12K
AIM
237
Anchor Investment Management
South Carolina
$1.08K
AAP
238
Arax Advisory Partners
Colorado
$684
ZB
239
Zions Bancorporation
Utah
$618
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$595 -$218K -34,699 -100%
PA
241
PSI Advisors
Florida
$589
LFG
242
Larson Financial Group
Missouri
$495
AF
243
Advisornet Financial
Minnesota
$424
AssetMark Inc
244
AssetMark Inc
California
$365
CAM
245
Creekmur Asset Management
Illinois
$365
PCFFS
246
Pacific Center for Financial Services
California
$213
CFO
247
CVA Family Office
Colorado
$188
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$159 +$169 +27 New
NECFA
249
New England Capital Financial Advisors
Connecticut
$65
MFG
250
Mendota Financial Group
Wisconsin
$30 -$88 -14 -74%