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Name Holding Trade Value Shares
Change
Change in
Stake
MWC
326
MBM Wealth Consultants
Missouri
$13.2K +$13.3K +524 New
SSG
327
Summit Securities Group
New York
$12.6K -$173K -6,816 -93%
OPTFSNA
328
Old Point Trust & Financial Services N A
Virginia
$12.6K
WSFS
329
Wilmington Savings Fund Society
Delaware
$12.6K
W
330
WealthCollab
Washington
$12K
SWIM
331
Smallwood Wealth Investment Management
New Jersey
$11.9K
BBHC
332
Brown Brothers Harriman & Co
New York
$10.6K
PK
333
Pflug Koory
Nebraska
$10.3K
BLC
334
Brown, Lisle/Cummings
Rhode Island
$8.75K +$127 +5 +1%
BFS
335
Bare Financial Services
Pennsylvania
$7.8K +$1.39K +55 +22%
AA
336
Ancora Advisors
Ohio
$7.6K +$2.96K +117 +64%
VWM
337
Vermillion Wealth Management
Minnesota
$7.57K
TSMHT
338
Thurston Springer Miller Herd & Titak
Indiana
$7.57K +$7.6K +300 New
IRC
339
Investors Research Corp
Georgia
$7.29K -$6.69K -264 -48%
WIM
340
Westside Investment Management
California
$7.26K
PPC
341
Park Place Capital
Alabama
$7.07K
EF
342
Entrust Financial
Pennsylvania
$6.92K -$3.98K -157 -36%
CA
343
Crewe Advisors
Utah
$6.79K
TPWA
344
Twin Peaks Wealth Advisors
California
$6.71K +$6.74K +266 New
TWD
345
True Wealth Design
Ohio
$6.49K +$4.05K +160 +165%
ECA
346
Elevated Capital Advisors
Utah
$6.18K -$1.39K -55 -18%
ADL
347
Asset Dedication LLC
California
$6.18K
CH
348
Cromwell Holdings
Wyoming
$6.11K
AF
349
Advisornet Financial
Minnesota
$6.03K -$1.65K -65 -21%
BTI
350
Blue Trust Inc
Georgia
$5.96K +$2.94K +116 +97%