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Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Clearstead Advisors
Ohio
$77.3K -$4.53K -60 -6%
WC
552
Wexford Capital
Florida
$69K +$60.3K +800 New
QC
553
Quent Capital
New York
$68.6K +$60K +796 New
OL
554
OneFund LLC
Florida
$65.5K +$2.11K +28 +4%
AT
555
Avalon Trust
New Mexico
$65.2K +$453 +6 +0.8%
EWP
556
Elevation Wealth Partners
California
$53.9K +$1.81K +24 +4%
CH
557
Cromwell Holdings
Wyoming
$49.9K
BBHC
558
Brown Brothers Harriman & Co
New York
$49K +$15K +199 +54%
HI
559
Harbour Investments
Wisconsin
$45.8K +$22.4K +297 +127%
ZBNA
560
Zions Bancorporation, National Association
Utah
$45.6K +$37.3K +494 +1,411%
TWD
561
True Wealth Design
Ohio
$45K +$9.43K +125 +31%
SIM
562
Sentry Investment Management
Wisconsin
$44K -$5.96K -79 -13%
GWSG
563
GPS Wealth Strategies Group
Colorado
$43.1K +$37.7K +500 New
SWP
564
Strategic Wealth Partners
Ohio
$43K
CIBC Private Wealth Group
565
CIBC Private Wealth Group
Georgia
$39.7K -$5.43K -72 -14%
SN
566
Sittner & Nelson
Oregon
$35.4K
1M
567
1248 Management
Missouri
$34.4K
SSG
568
Summit Securities Group
New York
$32.3K +$16.5K +219 +140%
CA
569
Crewe Advisors
Utah
$32.2K
RFP
570
Root Financial Partners
California
$31.5K +$27.5K +365 New
CT
571
Clearstead Trust
Maine
$30.4K -$7.54K -100 -22%
FDCP
572
Foster Dykema Cabot & Partners
Massachusetts
$29.8K +$26.1K +346 New
HNW
573
High Note Wealth
Minnesota
$27.6K -$1.51K -20 -6%
PWA
574
Physician Wealth Advisors
Utah
$27.5K +$905 +12 +4%
AS
575
Altshuler Shaham
Israel
$27.1K +$3.47K +46 +17%