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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$7.61K – – –
CTA
552
Colonial Trust Advisors
South Carolina
$7.54K – – –
CAM
553
Costello Asset Management
Pennsylvania
$7.54K – – –
AT
554
Avalon Trust
New Mexico
$7.54K +$2.15K +27 +37%
FC
555
Financial Consulate
Maryland
$7.46K -$6.38K -80 -45%
MIM
556
MTM Investment Management
South Carolina
$7.41K – – –
S
557
Sachetta
Massachusetts
$7.32K – – –
AG
558
AmeriFlex Group
Nevada
$7.1K – – –
PWA
559
Provenance Wealth Advisors
Florida
$7.01K – – –
ZBNA
560
Zions Bancorporation, National Association
Utah
$7.01K – – –
ST
561
Smithfield Trust
Pennsylvania
$7K -$239 -3 -3%
BT
562
Banque Transatlantique
France
$6.73K +$7.26K +91 New
RWM
563
Raffa Wealth Management
District of Columbia
$6.71K – – –
AFC
564
Ares Financial Consulting
California
$6.49K +$6.86K +86 New
MSWA
565
Marshall & Sterling Wealth Advisors
New York
$6.25K – – –
CB
566
CNB Bank
Pennsylvania
$6.03K – – –
LFA
567
LGT Financial Advisors
Texas
$5.95K – – –
HIA
568
HFM Investment Advisors
New Jersey
$5.28K – – –
MA
569
Montag & Associates
Georgia
$5.05K -$18.4K -230 -77%
DWS
570
Dynamic Wealth Strategies
California
$5.05K +$5.35K +67 New
CI
571
CX Institutional
Indiana
$5K – – –
AFG
572
Albion Financial Group
Utah
$4.75K – – –
AEPWM
573
Atlantic Edge Private Wealth Management
Florida
$4.52K – – –
BWM
574
Bullock Wealth Management
Indiana
$4.38K – – –
TPCW
575
TD Private Client Wealth
New York
$4.37K -$109K -1,363 -96%