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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
301
Private Trust Company
Ohio
$9.55K
EP
302
Essential Partners
California
$9.14K -$127K -4,228 -94%
MAM
303
Meeder Asset Management
Ohio
$9.07K +$1.08K +36 +16%
S
304
Sachetta
Massachusetts
$8.79K +$2.5K +83 +48%
CT
305
Colonial Trust
South Carolina
$7.73K
HNB
306
Huntington National Bank
Ohio
$7.73K +$1.5K +50 +28%
APFP
307
Action Point Financial Planning
Michigan
$6.84K +$6.17K +205 New
WETS
308
Wealth Enhancement Trust Services
South Dakota
$6.71K +$5.89K +196 New
SWM
309
Spire Wealth Management
Virginia
$6.47K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$6.4K
EWP
311
Elevation Wealth Partners
California
$5.82K +$2.2K +73 +75%
FFO
312
Fortitude Family Office
Arizona
$5.75K +$2.35K +78 +87%
QC
313
Quent Capital
New York
$5.47K -$15.2K -505 -76%
BIA
314
Bell Investment Advisors
California
$5.03K
JWA
315
JFS Wealth Advisors
Pennsylvania
$4.62K +$241 +8 +6%
MCM
316
Manchester Capital Management
Vermont
$4.14K
CWP
317
Concord Wealth Partners
Virginia
$4.11K +$3.61K +120 New
MG
318
Mather Group
Illinois
$3.87K
WA
319
WPG Advisers
Maryland
$3.63K
HI
320
Hoey Investments
Pennsylvania
$3.29K
IA
321
IFP Advisors
Florida
$3.08K -$51.5K -1,714 -95%
RWM
322
Rialto Wealth Management
New York
$2.88K +$752 +25 +42%
GIA
323
GHP Investment Advisors
Colorado
$2.77K
JWM
324
JPL Wealth Management
Colorado
$2.67K +$752 +25 +47%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$2.6K -$1.05K -35 -32%