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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
701
Golden State Wealth Management
California
$40.5K +$44.7K +265 New
UB
702
UMB Bank
Missouri
$38.4K -$29.3K -174 -41%
KWAG
703
Kiely Wealth Advisory Group
North Carolina
$35.2K – – –
AAP
704
Arax Advisory Partners
Colorado
$32.9K +$36.3K +215 New
PK
705
Pflug Koory
Nebraska
$32.7K -$6.75K -40 -16%
HI
706
Harbour Investments
Wisconsin
$32.4K +$6.92K +41 +24%
OIAM
707
OFI Invest Asset Management
France
$32.3K +$36.9K +219 New
CAL
708
Capital Advisors Ltd
Ohio
$32K +$7.25K +43 +26%
MA
709
Montag & Associates
Georgia
$32K – – –
BWL
710
Bogart Wealth LLC
Virginia
$32K – – –
RIL
711
Rothschild Investment LLC
Illinois
$30.4K +$22.9K +136 +216%
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$29.8K -$288K -1,706 -90%
CT
713
Colonial Trust
South Carolina
$28.7K +$31.4K +186 +9,300%
CTC
714
Central Trust Company
Missouri
$26.5K -$10.1K -60 -26%
PWA
715
Principia Wealth Advisory
Texas
$25.8K +$28.5K +169 New
TC
716
Trust Company
Kansas
$24.9K – – –
LFG
717
Larson Financial Group
Missouri
$24.9K +$23.8K +141 +641%
LDB
718
Lee, Danner & Bass
Tennessee
$24.6K +$27.2K +161 New
DF
719
Dunhill Financial
United Kingdom
$23.3K +$8.43K +50 +49%
MHIP
720
Mountain Hill Investment Partners
New Jersey
$22.9K +$25.3K +150 New
CIAM
721
Caitong International Asset Management
Hong Kong
$22.6K +$25K +148 New
RA
722
Ransom Advisory
Rhode Island
$21.4K -$25.3K -150 -52%
BCWM
723
Bartlett & Co Wealth Management
Ohio
$21.4K – – –
CFO
724
CVA Family Office
Colorado
$20.6K +$3.37K +20 +17%
PTC
725
Private Trust Company
Ohio
$20K -$20.2K -120 -48%