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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
451
Adirondack Trust Company
New York
$1.1K
LRWM
452
Lord & Richards Wealth Management
Colorado
$1.1K +$1.08K +12 New
MG
453
Mather Group
Illinois
$1.1K +$1.08K +12 New
TFM
454
TFC Financial Management
Massachusetts
$921 -$6.11K -68 -87%
MA
455
Montag & Associates
Georgia
$921 -$3.59K -40 -80%
Kayne Anderson Rudnick Investment Management
456
Kayne Anderson Rudnick Investment Management
California
$920
NSIM
457
North Star Investment Management
Illinois
$828 -$90 -1 -10%
GWSG
458
GPS Wealth Strategies Group
Colorado
$828
SFGP
459
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$736
CAIM
460
Catherine Avery Investment Management
Florida
$644
APW
461
Aventura Private Wealth
Florida
$460
KFI
462
Key Financial Inc
Pennsylvania
$460
AWM
463
Abound Wealth Management
Tennessee
$369 -$180 -2 -33%
RF
464
Robbins Farley
New Hampshire
$369
CIAM
465
Caitong International Asset Management
Hong Kong
$368 -$207K -2,308 -100%
SO
466
Sierra Ocean
California
$368 -$1.53K -17 -81%
BWL
467
Bogart Wealth LLC
Virginia
$368
RWM
468
Raffa Wealth Management
District of Columbia
$368
SC
469
SouthState Corp
Florida
$333 +$359 +4 New
SWC
470
Spectrum Wealth Counsel
Indiana
$277
HNW
471
High Note Wealth
Minnesota
$276 -$7.18K -80 -96%
GEA
472
Glen Eagle Advisors
New Jersey
$276
FFA
473
Frazier Financial Advisors
Ohio
$202 +$180 +2 New
FWA
474
FSC Wealth Advisors
New York
$120 +$8.98K +100 New
KA
475
Kozak & Associates
Colorado
$8