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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
Proathlete Wealth Management
Florida
$2.15K
GFL
577
Granite FO LLC
New Hampshire
$2.08K
FDW
578
Fourth Dimension Wealth
Ohio
$2.01K +$2.1K +30 New
PCM
579
Penserra Capital Management
California
$2K
SWA
580
Strategic Wealth Advisors
Arizona
$2K
TFGT
581
TS Financial Group (TSFG)
Illinois
$2K
PF
582
PlanVest Financial
Maryland
$1.95K
HNW
583
High Note Wealth
Minnesota
$1.88K
HIA
584
Harbor Investment Advisory
Maryland
$1.81K
FIM
585
FWL Investment Management
Texas
$1.81K +$1.89K +27 New
BFPW
586
BOK Financial Private Wealth
Colorado
$1.75K +$1.82K +26 New
CT
587
Coastline Trust
Rhode Island
$1.68K
PCFFS
588
Pacific Center for Financial Services
California
$1.61K
EWM
589
Evolution Wealth Management
Florida
$1.61K +$1.68K +24 New
PMFA
590
Plante Moran Financial Advisors
Michigan
$1.61K +$1.68K +24 New
ACA
591
American Capital Advisory
Idaho
$1.54K -$1.19K -17 -43%
CT
592
Colonial Trust
South Carolina
$1.54K
3FI
593
3 Factor Indexing
California
$1.34K
CT
594
Caldwell Trust
Florida
$1.34K
CFFP
595
Center for Financial Planning
Michigan
$1.34K
HIC
596
Hamrick Investment Counsel
Washington
$1.34K
JFA
597
JNBA Financial Advisors
Minnesota
$1.34K
VWM
598
Vermillion Wealth Management
Minnesota
$1.34K
WB
599
Webster Bank
Connecticut
$1.34K
TC
600
Trust Company
Kansas
$1.21K -$1.54K -22 -55%