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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
326
CGC Financial Services
Oregon
$13.3K
BWM
327
Bernard Wealth Management
Michigan
$13.1K -$13.1K -599 -50%
IRC
328
Investors Research Corp
Georgia
$12.3K
DJSG
329
D.J. St. Germain
Massachusetts
$12.2K
W
330
WealthCollab
Washington
$11.3K -$18.7K -854 -63%
OPTFSNA
331
Old Point Trust & Financial Services N A
Virginia
$11.1K
AAS
332
Ameritas Advisory Services
Nebraska
$10.7K +$10.6K +484 New
SWIM
333
Smallwood Wealth Investment Management
New Jersey
$10.4K
PK
334
Pflug Koory
Nebraska
$9.09K
PWAM
335
Private Wealth Asset Management
Iowa
$8.87K +$8.75K +400 New
FP
336
Financial Perspectives
Minnesota
$8.65K
CT
337
Caldwell Trust
Florida
$8.6K -$8.42K -385 -50%
DF
338
Dunhill Financial
United Kingdom
$8.4K +$8.29K +379 New
GBT
339
Grove Bank & Trust
Florida
$7.87K -$96.2K -4,400 -93%
TF
340
Tompkins Financial
New York
$7.56K -$18.5K -844 -71%
AF
341
Advisornet Financial
Minnesota
$7.56K +$1.44K +66 +24%
CB
342
Community Bank
New York
$7.53K
SC
343
SouthState Corp
Florida
$7.21K +$7.11K +325 New
VWM
344
Vermillion Wealth Management
Minnesota
$6.65K
RF
345
Roxbury Financial
New Jersey
$6.56K
PPC
346
Park Place Capital
Alabama
$6.34K
GSWM
347
Golden State Wealth Management
California
$6.32K -$80.2K -3,665 -93%
RF
348
Robinswood Financial
Washington
$5.88K
CWM
349
Consultiva Wealth Management
Puerto Rico
$5.75K
ADL
350
Asset Dedication LLC
California
$5.43K -$481 -22 -8%