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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$3.55K
LFG
302
Larson Financial Group
Missouri
$3.51K +$1.88K +52 +121%
Acadian Asset Management
303
Acadian Asset Management
Massachusetts
$3K -$1.27M -35,187 -100%
BWA
304
Basecamp Wealth Advisors
Washington
$2.88K
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$2.77K
AAG
306
Armstrong Advisory Group
Massachusetts
$2.77K +$2.72K +75 New
CSC
307
Caldwell Sutter Capital
California
$2.59K
FFO
308
Fortitude Family Office
Arizona
$2.51K -$326 -9 -12%
JWA
309
JFS Wealth Advisors
Pennsylvania
$2.23K +$36 +1 +2%
HI
310
Harbour Investments
Wisconsin
$2.22K
CTB
311
Country Trust Bank
Illinois
$2.11K
BBHC
312
Brown Brothers Harriman & Co
New York
$2.07K
CA
313
Continuum Advisory
Idaho
$1.96K +$1.92K +53 New
QL
314
Quarry LP
New York
$1.85K -$60.5K -1,671 -97%
DWM
315
Dogwood Wealth Management
Kansas
$1.85K
SGFG
316
Silver Grove Financial Group
New York
$1.85K +$1.81K +50 New
BIA
317
Bell Investment Advisors
California
$1.77K +$507 +14 +41%
CIA
318
Cape Investment Advisory
Georgia
$1.7K +$1.67K +46 New
MG
319
Mather Group
Illinois
$1.59K
MCM
320
Manchester Capital Management
Vermont
$1.48K
CA
321
CoreCap Advisors
Michigan
$1.44K +$688 +19 +95%
TM
322
Torren Management
California
$1.41K
APFP
323
Action Point Financial Planning
Michigan
$1.41K +$1.45K +40 New
HPC
324
HM Payson & Co
Maine
$1.37K
BFS
325
Bare Financial Services
Pennsylvania
$1.29K -$1.74K -48 -58%