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Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Montag & Associates
Georgia
$1.32K
S
252
Sachetta
Massachusetts
$1.21K
RWS
253
Retirement Wealth Solutions
Wisconsin
$1.12K +$1.21K +39 New
CIAM
254
Caitong International Asset Management
Hong Kong
$1.06K -$1.05K -34 -48%
CA
255
Clearstead Advisors
Ohio
$1.01K +$1.08K +35 New
IA
256
IFP Advisors
Florida
$890 +$961 +31 New
SGK
257
Steigerwald Gordon & Koch
Virginia
$833 +$899 +29 New
NA
258
NewEdge Advisors
Louisiana
$804 -$3.13K -101 -78%
RFP
259
Root Financial Partners
California
$775 +$837 +27 New
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$689
FFO
261
Fortitude Family Office
Arizona
$689 +$496 +16 +200%
LSA
262
Leonteq Securities AG
Switzerland
$603
ASN
263
Advisory Services Network
Georgia
$575 +$620 +20 New
SAM
264
Smartleaf Asset Management
Massachusetts
$450
LFG
265
Larson Financial Group
Missouri
$345 -$155 -5 -29%
RA
266
Ransom Advisory
Rhode Island
$316
SC
267
SouthState Corp
Florida
$144
AWM
268
Abound Wealth Management
Tennessee
$87
BBHC
269
Brown Brothers Harriman & Co
New York
$86 -$7.81K -252 -99%
RWM
270
Rialto Wealth Management
New York
$58
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$31 -$31 -1 -50%
AWM
272
Activest Wealth Management
Florida
$29
HIA
273
HFM Investment Advisors
New Jersey
$29
BC
274
Bayforest Capital
United Kingdom
$29 +$31 +1 New
Marshall Wace
275
Marshall Wace
United Kingdom
-$9.39M -305,215 Closed