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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
601
HighMark Wealth Management
Minnesota
$8.62K
MSFP
602
Mark Sheptoff Financial Planning
Connecticut
$8.62K
AT
603
Arlington Trust
Alabama
$8.62K +$7.54K +100 New
MCM
604
MV Capital Management
Maryland
$8.28K
QL
605
Quarry LP
New York
$7.33K -$181K -2,401 -97%
JSAM
606
J. Safra Asset Management
New York
$6.47K +$5.66K +75 New
CFD
607
Creative Financial Designs
Indiana
$6.21K
EB
608
Eastern Bank
Massachusetts
$6.12K
SIS
609
Sound Income Strategies
Florida
$5.96K +$5.43K +72 New
AF
610
Advisornet Financial
Minnesota
$5.82K
TCOT
611
Trust Company of Toledo
Ohio
$5.69K
CFO
612
CVA Family Office
Colorado
$5.17K -$4.07K -54 -47%
ADL
613
Asset Dedication LLC
California
$5.13K +$4.53K +60 New
RWM
614
Raffa Wealth Management
District of Columbia
$4.83K +$603 +8 +17%
CSC
615
Caldwell Sutter Capital
California
$4.74K
HCM
616
Hollencrest Capital Management
California
$4.48K
AWM
617
Accredited Wealth Management
Kentucky
$4.31K -$1.89K -25 -50%
APW
618
Aventura Private Wealth
Florida
$4.31K
HHMI
619
Howard Hughes Medical Institute
Maryland
$4.05K -$151 -2 -4%
ST
620
Smithfield Trust
Pennsylvania
$4K
GSWM
621
Golden State Wealth Management
California
$3.97K
SJIM
622
St. Johns Investment Management
Florida
$3.88K
CJ
623
Caitlin John
Michigan
$3.88K +$3.39K +45 New
TFA
624
Transamerica Financial Advisors
Florida
$3.79K +$3.32K +44 New
FFO
625
Fortitude Family Office
Arizona
$3.45K +$1.89K +25 +167%