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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
326
D.J. St. Germain
Massachusetts
$13.9K – – –
MWC
327
MBM Wealth Consultants
Missouri
$13.2K +$13.3K +524 New
SSG
328
Summit Securities Group
New York
$12.6K -$173K -6,816 -93%
OPTFSNA
329
Old Point Trust & Financial Services N A
Virginia
$12.6K – – –
WSFS
330
Wilmington Savings Fund Society
Delaware
$12.6K – – –
W
331
WealthCollab
Washington
$12K – – –
SWIM
332
Smallwood Wealth Investment Management
New Jersey
$11.9K – – –
BBHC
333
Brown Brothers Harriman & Co
New York
$10.6K – – –
PK
334
Pflug Koory
Nebraska
$10.3K – – –
BLC
335
Brown, Lisle/Cummings
Rhode Island
$8.75K +$127 +5 +1%
BFS
336
Bare Financial Services
Pennsylvania
$7.8K +$1.39K +55 +22%
AA
337
Ancora Advisors
Ohio
$7.6K +$2.96K +117 +64%
VWM
338
Vermillion Wealth Management
Minnesota
$7.57K – – –
TSMHT
339
Thurston Springer Miller Herd & Titak
Indiana
$7.57K +$7.6K +300 New
IRC
340
Investors Research Corp
Georgia
$7.29K -$6.69K -264 -48%
WIM
341
Westside Investment Management
California
$7.26K – – –
PPC
342
Park Place Capital
Alabama
$7.07K – – –
EF
343
Entrust Financial
Pennsylvania
$6.92K -$3.98K -157 -36%
CA
344
Crewe Advisors
Utah
$6.79K – – –
TPWA
345
Twin Peaks Wealth Advisors
California
$6.71K +$6.74K +266 New
TWD
346
True Wealth Design
Ohio
$6.49K +$4.05K +160 +165%
ECA
347
Elevated Capital Advisors
Utah
$6.18K -$1.39K -55 -18%
ADL
348
Asset Dedication LLC
California
$6.18K – – –
CH
349
Cromwell Holdings
Wyoming
$6.11K – – –
AF
350
Advisornet Financial
Minnesota
$6.03K -$1.65K -65 -21%