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Name Holding Trade Value Shares
Change
Change in
Stake
CW
401
Curio Wealth
Maryland
$1.63K +$1.55K +18 +1,800%
WA
402
Whipplewood Advisors
Colorado
$1.54K -$6.47K -75 -81%
MPW
403
MASECO Private Wealth
$1.54K +$1.55K +18 New
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$1.11K
ATC
405
Adirondack Trust Company
New York
$1.03K
FIA
406
FNY Investment Advisers
New York
$1K -$864K -10,008 -100%
Kayne Anderson Rudnick Investment Management
407
Kayne Anderson Rudnick Investment Management
California
$858
MA
408
Montag & Associates
Georgia
$858
TFM
409
TFC Financial Management
Massachusetts
$858
GWSG
410
GPS Wealth Strategies Group
Colorado
$772
NSIM
411
North Star Investment Management
Illinois
$772
CIAM
412
Caitong International Asset Management
Hong Kong
$686 +$345 +4 +100%
CAIM
413
Catherine Avery Investment Management
Florida
$600
APW
414
Aventura Private Wealth
Florida
$429
KFI
415
Key Financial Inc
Pennsylvania
$429
SC
416
SouthState Corp
Florida
$429 +$86 +1 +25%
BFS
417
Bare Financial Services
Pennsylvania
$429 +$431 +5 New
AWM
418
Abound Wealth Management
Tennessee
$344
RF
419
Robbins Farley
New Hampshire
$344
BWL
420
Bogart Wealth LLC
Virginia
$343
RWM
421
Raffa Wealth Management
District of Columbia
$343
AAS
422
Ameritas Advisory Services
Nebraska
$267 +$259 +3 New
GEA
423
Glen Eagle Advisors
New Jersey
$257
HNW
424
High Note Wealth
Minnesota
$257
BIA
425
Bell Investment Advisors
California
$172 -$1.55K -18 -90%