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Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
626
J. Safra Asset Management
New York
$5.21K
CFD
627
Creative Financial Designs
Indiana
$5K
RF
628
Rossby Financial
Florida
$4.78K +$2.23K +29 +60%
EB
629
Eastern Bank
Massachusetts
$4.72K
AF
630
Advisornet Financial
Minnesota
$4.69K
TCOT
631
Trust Company of Toledo
Ohio
$4.58K
KG
632
Kilter Group
New York
$4.51K +$77 +1 +2%
SIS
633
Sound Income Strategies
Florida
$4.35K -$154 -2 -3%
HWA
634
Heritage Wealth Advisors
Virginia
$4.3K +$4.78K +62 New
RWM
635
Raffa Wealth Management
District of Columbia
$4.17K +$308 +4 +7%
HFS
636
Horizon Financial Services
North Carolina
$4.17K +$1.39K +18 +43%
ADL
637
Asset Dedication LLC
California
$4.14K
CPG
638
Cornerstone Planning Group
New Jersey
$3.95K -$1.93K -25 -26%
NB
639
NBT Bank
New York
$3.89K -$1.54K -20 -26%
BWA
640
Basecamp Wealth Advisors
Washington
$3.82K
CSC
641
Caldwell Sutter Capital
California
$3.82K
NSIM
642
North Star Investment Management
Illinois
$3.68K +$3.54K +46 +657%
AAG
643
Armstrong Advisory Group
Massachusetts
$3.61K -$8.01K -104 -67%
HCM
644
Hollencrest Capital Management
California
$3.61K
WA
645
WPG Advisers
Maryland
$3.54K +$1.39K +18 +55%
IAS
646
IMA Advisory Services
Colorado
$3.33K -$308 -4 -8%
SJIM
647
St. Johns Investment Management
Florida
$3.13K
ST
648
Smithfield Trust
Pennsylvania
$3K
PWA
649
Physician Wealth Advisors
Utah
$2.85K +$2.62K +34 +486%
RWM
650
Rialto Wealth Management
New York
$2.71K +$616 +8 +26%