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Name Holding Trade Value Shares
Change
Change in
Stake
TCG
301
Transcendent Capital Group
Oklahoma
$11.3K
RTL
302
Red Tortoise LLC
Georgia
$11.1K
KWAG
303
Kiely Wealth Advisory Group
North Carolina
$10.6K +$114 +4 +1%
AssetMark Inc
304
AssetMark Inc
California
$10.1K -$142 -5 -1%
FFA
305
Farther Finance Advisors
California
$9.88K -$1.2K -42 -11%
PGAM
306
Princeton Global Asset Management
New Jersey
$9.61K
WT
307
Washington Trust
Rhode Island
$9.4K -$855 -30 -8%
VL
308
Vima LLC
Michigan
$9.4K +$8.49K +298 +1,863%
CA
309
CoreCap Advisors
Michigan
$9.4K +$10.2K +358 New
BCWM
310
Bartlett & Co Wealth Management
Ohio
$9.22K -$1.14K -40 -10%
UB
311
UMB Bank
Missouri
$9.11K -$24.3K -853 -71%
AW
312
Avion Wealth
Texas
$9K
BTI
313
Blue Trust Inc
Georgia
$8.88K -$7.63K -268 -44%
RDFA
314
Ritter Daniher Financial Advisory
Ohio
$8.54K
MSFP
315
Mark Sheptoff Financial Planning
Connecticut
$8.48K
CNBTD
316
Citizens National Bank Trust Department
Mississippi
$8.4K
CTWM
317
Cherry Tree Wealth Management
Minnesota
$7.98K
SIS
318
Sound Income Strategies
Florida
$7.85K -$1.62K -57 -16%
FCA
319
FinTrust Capital Advisors
South Carolina
$7.59K -$513 -18 -6%
WWP
320
WR Wealth Planners
Missouri
$7.32K +$7.95K +279 New
NMM
321
Naples Money Management
Florida
$7.2K
DAM
322
Delta Asset Management
Tennessee
$7.17K
CAM
323
Creekmur Asset Management
Illinois
$7.06K
SSG
324
Summit Securities Group
New York
$7K +$7.63K +268 New
TF
325
Tompkins Financial
New York
$6.93K