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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1526
Raffa Wealth Management
District of Columbia
$15.6K -$44.9K -427 -75%
LSA
1527
Leonteq Securities AG
Switzerland
$15.4K -$16.2K -154 -53%
BC
1528
Broadwater Capital
Massachusetts
$15.4K
SC
1529
Solstein Capital
California
$15.2K -$1.47K -14 -9%
MSWA
1530
Marshall & Sterling Wealth Advisors
New York
$14.9K -$6.09K -58 -30%
RF
1531
Rossby Financial
Florida
$14.8K -$198K -1,889 -93%
EWM
1532
Evermay Wealth Management
Virginia
$13.4K
STB
1533
S&T Bank
Pennsylvania
$13.4K +$12.6K +120 New
CTC
1534
Cetera Trust Company
Minnesota
$13.2K
Q1WB
1535
Quest 10 Wealth Builders
Virginia
$13.1K -$105 -1 -0.8%
KFP
1536
Keener Financial Planning
Texas
$13K
AW
1537
Avion Wealth
Texas
$13K +$3.47K +33 +37%
AIP
1538
Alexis Investment Partners
Texas
$12.7K +$12K +114 New
GFWA
1539
Grey Fox Wealth Advisors
Delaware
$12.2K +$11.4K +109 New
SWM
1540
Spire Wealth Management
Virginia
$11.7K -$8.19K -78 -43%
HHMI
1541
Howard Hughes Medical Institute
Maryland
$11.6K -$210 -2 -2%
KG
1542
Kilter Group
New York
$11.2K +$945 +9 +10%
RWM
1543
RMG Wealth Management
Wisconsin
$11.1K
NAAA
1544
New Age Alpha Advisors
New York
$10.7K
Kayne Anderson Rudnick Investment Management
1545
Kayne Anderson Rudnick Investment Management
California
$10.7K
PWMG
1546
Prestige Wealth Management Group
New Jersey
$10.4K
VNA
1547
Valley National Advisers
Pennsylvania
$10K +$210 +2 +2%
HHGA
1548
Halbert Hargrove Global Advisors
California
$9.49K +$8.93K +85 New
FFL
1549
Financial Freedom LLC
Ohio
$9.33K
WAS
1550
Winch Advisory Services
Wisconsin
$9.07K