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Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Clearstead Trust
Maine
$3.84K – – –
LHEI
402
Leo H. Evart Inc
California
$3.75K – – –
APFP
403
Action Point Financial Planning
Michigan
$3.65K +$3.29K +537 New
EB
404
Eastern Bank
Massachusetts
$3.41K – – –
GSWM
405
Golden State Wealth Management
California
$3.41K – – –
NFSG
406
Newbridge Financial Services Group
Florida
$3.41K – – –
CIAM
407
Caitong International Asset Management
Hong Kong
$3.23K +$1.15K +188 +66%
JWA
408
JFS Wealth Advisors
Pennsylvania
$3.17K – – –
MAM
409
Marquette Asset Management
Minnesota
$2.82K +$1.51K +247 +149%
IAS
410
IMA Advisory Services
Colorado
$2.71K +$826 +135 +52%
QL
411
Quarry LP
New York
$2.36K +$2.12K +346 New
CH
412
Cromwell Holdings
Wyoming
$2.27K +$783 +128 +62%
S
413
Sachetta
Massachusetts
$2.2K +$1.97K +322 New
ACA
414
American Capital Advisory
Idaho
$2.17K – – –
EWP
415
Elevation Wealth Partners
California
$2.06K +$1.85K +302 New
SL
416
Salomon & Ludwin
Virginia
$1.73K +$1.5K +245 New
MFT
417
Moisand Fitzgerald Tamayo
Florida
$1.71K – – –
SC
418
SouthState Corp
Florida
$1.61K -$679 -111 -32%
PWA
419
Principia Wealth Advisory
Texas
$1.6K +$459 +75 +47%
TPCW
420
TD Private Client Wealth
New York
$1.48K – – –
UB
421
UMB Bank
Missouri
$1.41K +$281 +46 +29%
PMFA
422
Plante Moran Financial Advisors
Michigan
$1.36K – – –
WA
423
WPG Advisers
Maryland
$1.36K – – –
BWL
424
Bogart Wealth LLC
Virginia
$1.3K -$875 -143 -43%
MCM
425
MV Capital Management
Maryland
$1.27K +$281 +46 +33%