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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
426
Valley Wealth Managers
New Jersey
$441
VR
427
Vision Retirement
New Jersey
$441
WB
428
Webster Bank
Connecticut
$441
BWAM
429
Boyd Watterson Asset Management
Ohio
$419
GFA
430
Godfrey Financial Associates
New York
$397
AW
431
Ankerstar Wealth
Texas
$397 +$70 +4 +29%
WA
432
Whipplewood Advisors
Colorado
$397 +$313 +18 New
AA
433
Addison Advisors
Vermont
$353
TCM
434
TD Capital Management
Tennessee
$339
RIAS
435
Rachor Investment Advisory Services
Michigan
$313
RF
436
Rossby Financial
Florida
$246 +$191 +11 New
SHIM
437
Stone House Investment Management
Pennsylvania
$242
TTIC
438
Tower Trust & Investment Company
Iowa
$220
CPG
439
Cornerstone Planning Group
New Jersey
$199 +$17 +1 +14%
AWM
440
Abound Wealth Management
Tennessee
$177 +$139 +8 New
MWA
441
Medallion Wealth Advisors
Connecticut
$132
NS
442
NBC Securities
Alabama
$132
BBHC
443
Brown Brothers Harriman & Co
New York
$132 +$104 +6 New
GSEP
444
Golden State Equity Partners
California
$132 +$104 +6 New
PMFA
445
Plante Moran Financial Advisors
Michigan
$104 +$87 +5 New
CJ
446
Caitlin John
Michigan
$88
AWM
447
Activest Wealth Management
Florida
$88 +$17 +1 +33%
LSA
448
Leonteq Securities AG
Switzerland
$22 -$129K -7,402 -100%
MWPCG
449
Measured Wealth Private Client Group
New Hampshire
$22
TC
450
Trust Company
Kansas
$22