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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$18.1K -$9.38K -2,975 -33%
W
202
WealthCollab
Washington
$15.1K +$15.1K +4,786 New
AF
203
Advisornet Financial
Minnesota
$10.8K
CAM
204
Creekmur Asset Management
Illinois
$10K +$10K +3,177 New
AWM
205
Abound Wealth Management
Tennessee
$6.72K +$82 +26 +1%
N
206
Natixis
France
$6.64K +$6.63K +2,102 New
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$6.32K
FFA
208
Farther Finance Advisors
California
$4.66K +$4.65K +1,475 New
OC
209
Oakworth Capital
Alabama
$4.63K
BCMLT
210
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.45K
MFC
211
Mechanics Financial Corp
Ohio
$3.16K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$3K -$3.4K -1,078 -55%
BHWM
213
Beaird Harris Wealth Management
Texas
$2.69K +$25 +8 +0.9%
JWM
214
Janiczek Wealth Management
Colorado
$2.1K
BIA
215
Bell Investment Advisors
California
$1.43K
AT
216
Arlington Trust
Alabama
$1.29K +$1.29K +409 New
PBK
217
Peoples Bank (Kansas)
Kansas
$1.26K
CFO
218
CVA Family Office
Colorado
$973 +$972 +308 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$711 +$710 +225 New
MSWM
220
Mowery & Schoenfeld Wealth Management
Illinois
$632 +$631 +200 New
JWA
221
JFS Wealth Advisors
Pennsylvania
$598 +$186 +59 +45%
RhumbLine Advisers
222
RhumbLine Advisers
Massachusetts
$331
VAMG
223
Voisard Asset Management Group
Michigan
$108 +$107 +34 New
QCG
224
Quadrant Capital Group
Ohio
$105
TWD
225
True Wealth Design
Ohio
$67 +$22 +7 +50%