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Certara

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$3.63K +$4.42K +579 +998%
MCM
227
MAI Capital Management
Ohio
$3.18K +$2.77K +363 +186%
FFA
228
Farther Finance Advisors
California
$3.04K +$3.63K +475 +617%
HI
229
Harbour Investments
Wisconsin
$2.85K – – –
EWA
230
EverSource Wealth Advisors
Alabama
$2.35K +$2.33K +306 +286%
PWA
231
Physician Wealth Advisors
Utah
$1.68K +$2.25K +295 New
CT
232
Clearstead Trust
Maine
$1.59K +$1.44K +188 +207%
JFA
233
JNBA Financial Advisors
Minnesota
$1.27K +$1.7K +223 New
S
234
SignatureFD
Georgia
$1.18K +$1.58K +207 New
RIL
235
Rothschild Investment LLC
Illinois
$1.09K +$1.22K +160 +516%
AWM
236
Activest Wealth Management
Florida
$803 +$1.08K +141 New
CW
237
Curio Wealth
Maryland
$798 – – –
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$724 +$969 +127 New
TPCW
239
TD Private Client Wealth
New York
$644 – – –
GSWM
240
Golden State Wealth Management
California
$621 – – –
SPIA
241
Steward Partners Investment Advisory
New York
$462 – – –
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$456 – – –
Jones Financial Companies
243
Jones Financial Companies
Missouri
$420 – – –
SWM
244
SHP Wealth Management
Massachusetts
$370 +$343 +45 +225%
MCM
245
MV Capital Management
Maryland
$354 +$458 +60 +3,000%
AGWCA
246
Annis Gardner Whiting Capital Advisors
Florida
$268 +$359 +47 New
TPWA
247
Twin Peaks Wealth Advisors
California
$268 +$359 +47 New
SIC
248
SJS Investment Consulting
Ohio
$194 -$8.63K -1,131 -97%
SS
249
SBI Securities
Japan
$177 – – –
PFBT
250
Parkside Financial Bank & Trust
Missouri
$160 -$1.84K -241 -90%