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Name Holding Trade Value Shares
Change
Change in
Stake
AF
626
Advisornet Financial
Minnesota
$3.12K +$2.17K +44 +220%
CAL
627
Capital Analysts LLC
Pennsylvania
$3K +$3.15K +64 New
MCM
628
Manchester Capital Management
Vermont
$2.99K +$3.05K +62 New
DPW
629
DiNuzzo Private Wealth
Pennsylvania
$2.28K +$49 +1 +2%
TWD
630
True Wealth Design
Ohio
$2.28K +$887 +18 +62%
SIC
631
SJS Investment Consulting
Ohio
$2.25K +$296 +6 +15%
GWM
632
Geneos Wealth Management
Colorado
$2.19K -$1.82K -37 -45%
CPG
633
Cornerstone Planning Group
New Jersey
$2.04K -$197 -4 -9%
CAL
634
Capital Advisors Ltd
Ohio
$2K – – –
FFWM
635
Future Financial Wealth Management
Ohio
$1.94K – – –
SC
636
SouthState Corp
Florida
$1.89K -$4.48K -91 -70%
HHGA
637
Halbert Hargrove Global Advisors
California
$1.84K +$1.87K +38 New
CWP
638
Concord Wealth Partners
Virginia
$1.82K – – –
PA
639
PSI Advisors
Florida
$1.68K – – –
DAM
640
Delta Asset Management
Tennessee
$1.62K +$1.63K +33 New
DIP
641
DT Investment Partners
Pennsylvania
$1.54K – – –
CT
642
Colonial Trust
South Carolina
$1.52K +$246 +5 +19%
PWMG
643
Private Wealth Management Group
New Jersey
$1.35K +$1.38K +28 New
MFS
644
Mattson Financial Services
Michigan
$1.33K +$1.33K +27 New
RAM
645
Riggs Asset Management
Pennsylvania
$1.29K +$493 +10 +59%
AFG
646
Albion Financial Group
Utah
$1.15K – – –
TFM
647
TFC Financial Management
Massachusetts
$1.05K +$493 +10 +83%
PWMG
648
Prestige Wealth Management Group
New Jersey
$1.01K – – –
Lazard Asset Management
649
Lazard Asset Management
New York
$1K +$640 +13 +62%
BIA
650
Bell Investment Advisors
California
$990 – – –