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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
701
Richardson Financial Services
Massachusetts
$61.2K
BC
702
Bayforest Capital
United Kingdom
$60.1K +$58K +429 New
TPCW
703
TD Private Client Wealth
New York
$58K +$10.3K +76 +22%
CT
704
Caldwell Trust
Florida
$56.2K
GWS
705
Greykasell Wealth Strategies
California
$53.9K -$16.2K -120 -24%
OL
706
OneFund LLC
Florida
$53.8K +$1.49K +11 +3%
CIAM
707
Caitong International Asset Management
Hong Kong
$53.5K +$51.6K +382 New
A
708
AlphaQuest
New York
$52.5K -$1.46M -10,789 -97%
APW
709
Aventura Private Wealth
Florida
$51.4K -$4.73K -35 -9%
AAG
710
Armstrong Advisory Group
Massachusetts
$49.9K
AAS
711
Ameritas Advisory Services
Nebraska
$49.4K -$34.6K -256 -42%
OWP
712
ORG Wealth Partners
Texas
$48.9K +$47.2K +349 New
FWM
713
FSA Wealth Management
Massachusetts
$48.2K
OIA
714
Optimum Investment Advisors
Illinois
$46.9K
SIM
715
Sentry Investment Management
Wisconsin
$46K +$41.2K +305 New
MA
716
MCF Advisors
Kentucky
$45.4K
BWL
717
Bogart Wealth LLC
Virginia
$43.8K +$14.1K +104 +50%
CAM
718
Costello Asset Management
Pennsylvania
$42K
HFS
719
Hopwood Financial Services
Virginia
$42K
NFSG
720
Newbridge Financial Services Group
Florida
$42K
IUHSA
721
Itau Unibanco Holding S.A.
Brazil
$38K -$270 -2 -0.7%
GSWM
722
Golden State Wealth Management
California
$37.1K
QPBE
723
Quintet Private Bank (Europe)
Luxembourg
$35.7K
WOSD
724
WFA of San Diego
California
$35.4K
TLCM
725
Twin Lakes Capital Management
California
$35K