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Name Holding Trade Value Shares
Change
Change in
Stake
BC
876
Barrett & Company
Rhode Island
$6.96K
HFM
877
Hartford Financial Management
Connecticut
$6.96K +$6.52K +30 New
PBK
878
Peoples Bank (Kansas)
Kansas
$6.95K
TVWM
879
Tower View Wealth Management
Wisconsin
$6.72K
BSB
880
Bangor Savings Bank
Maine
$6.49K
CP
881
Castleview Partners
Texas
$6.49K +$1.09K +5 +22%
RTL
882
Red Tortoise LLC
Georgia
$6.49K +$6.08K +28 New
EBA
883
Eagle Bay Advisors
New York
$6.03K
HGERS
884
Householder Group Estate & Retirement Specialist
Arizona
$6K
RWM
885
Raffa Wealth Management
District of Columbia
$5.8K
CPG
886
Cornerstone Planning Group
New Jersey
$5.55K +$2.61K +12 +75%
DFA
887
DHJJ Financial Advisors
Illinois
$5.33K -$217 -1 -4%
W
888
WealthCollab
Washington
$5.1K -$1.52K -7 -24%
CFGS
889
Concourse Financial Group Securities
Alabama
$5.1K -$652 -3 -12%
SWM
890
Sugarloaf Wealth Management
Georgia
$5.1K
AWM
891
Abound Wealth Management
Tennessee
$4.87K -$435 -2 -9%
AAP
892
Arax Advisory Partners
Colorado
$4.64K -$1.09K -5 -20%
CA
893
Crewe Advisors
Utah
$4.64K
FUBT
894
First United Bank & Trust
Maryland
$4.64K
OA
895
Operose Advisors
Wisconsin
$4.64K
RL
896
Rogco LP
Oklahoma
$4.41K -$41.3K -190 -91%
SSG
897
Summit Securities Group
New York
$4K -$170K -781 -98%
PMFA
898
Plante Moran Financial Advisors
Michigan
$3.94K
WAS
899
Winch Advisory Services
Wisconsin
$3.71K
SWA
900
SOA Wealth Advisors
New York
$3.48K -$217 -1 -6%