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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$9.3K +$110 +1 +1%
CA
402
CoreCap Advisors
Michigan
$9.1K -$3.31K -30 -26%
SAM
403
Smartleaf Asset Management
Massachusetts
$8.63K +$6.63K +60 +300%
HI
404
Harbour Investments
Wisconsin
$8.24K +$1.55K +14 +22%
VWA
405
VSM Wealth Advisory
Maryland
$8.03K
CA
406
Clearstead Advisors
Ohio
$7.82K +$331 +3 +4%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$7.6K
SS
408
SBI Securities
Japan
$7.5K -$6.74K -61 -47%
FUBT
409
First United Bank & Trust
Maryland
$7.5K
HNB
410
Huntington National Bank
Ohio
$7.17K
TWD
411
True Wealth Design
Ohio
$6.85K +$5.85K +53 +482%
AFG
412
Albion Financial Group
Utah
$6.42K
CMA
413
Cedar Mountain Advisors
Oregon
$6.42K
AssetMark Inc
414
AssetMark Inc
California
$5.57K +$4.2K +38 +271%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$5.57K
MG
416
Mather Group
Illinois
$5.41K +$5.63K +51 New
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$3.64K
CT
418
Clearstead Trust
Maine
$3.53K
BGAI
419
Bruce G. Allen Investments
Colorado
$3.53K
FFO
420
Fortitude Family Office
Arizona
$3.53K +$110 +1 +3%
SL
421
Salomon & Ludwin
Virginia
$3.26K +$3.31K +30 New
OAJ
422
Ogorek Anthony Joseph
New York
$3K +$3.42K +31 New
GRP
423
Global Retirement Partners
California
$2.25K
AWM
424
Abound Wealth Management
Tennessee
$2.14K
WT
425
Whittier Trust
California
$1.85K