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Name Holding Trade Value Shares
Change
Change in
Stake
RA
601
Rise Advisors
New York
$7.87K +$96 +9 +1%
CH
602
Cromwell Holdings
Wyoming
$7.86K -$1.2K -112 -13%
NEWAS
603
N.E.W. Advisory Services
Wisconsin
$7.63K
MWA
604
Medallion Wealth Advisors
Connecticut
$7.54K
CWM
605
CarsonAllaria Wealth Management
Illinois
$7.4K
SWP
606
Strategic Wealth Partners
Ohio
$6.83K +$6.95K +649 New
BIA
607
Bell Investment Advisors
California
$6.65K -$1.67K -156 -20%
FRA
608
Front Row Advisors
California
$6.31K
SC
609
SouthState Corp
Florida
$6.29K -$6.9K -645 -52%
FWM
610
FSA Wealth Management
Massachusetts
$6.23K
BBHC
611
Brown Brothers Harriman & Co
New York
$6.12K +$3.44K +321 +123%
SIS
612
Strategic Investment Solutions
Illinois
$5.92K +$1.14K +106 +23%
AA
613
Addison Advisors
Vermont
$5.36K +$5.06K +473 +1,314%
FCMT
614
Founders Capital Management (Texas)
Texas
$5.26K
T
615
Transce3nd
Texas
$5.26K +$5.35K +500 New
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$5.13K
GWM
617
Geneos Wealth Management
Colorado
$4.43K -$4.28K -400 -49%
SWM
618
Spire Wealth Management
Virginia
$4.25K -$888 -83 -17%
CFO
619
CVA Family Office
Colorado
$4.2K -$30.5K -2,851 -88%
PWA
620
Physician Wealth Advisors
Utah
$4.08K +$4.15K +388 New
WA
621
WPG Advisers
Maryland
$4.02K
BWL
622
Bogart Wealth LLC
Virginia
$3.88K +$364 +34 +10%
WPA
623
Wealth Preservation Advisors
Tennessee
$3.83K -$856 -80 -18%
FFO
624
Fortitude Family Office
Arizona
$3.78K +$3.84K +359 New
AAP
625
Arax Advisory Partners
Colorado
$3.64K -$2.23K -208 -38%