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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1726
Centerpoint Advisors
Massachusetts
$17K +$103 +4 +0.6%
SC
1727
Swan Capital
Florida
$16.9K +$3.82K +148 +27%
AFC
1728
Ares Financial Consulting
California
$16.7K -$4.1K -159 -19%
NOI
1729
Newton One Investments
Delaware
$16.5K +$4.7K +182 +37%
FC
1730
Fairscale Capital
New Hampshire
$16.4K
WT
1731
WHI Trust
Illinois
$16.1K
LWM
1732
Lodestone Wealth Management
Washington
$16K -$11.5K -445 -41%
RWS
1733
Retirement Wealth Solutions
Wisconsin
$15.8K +$361 +14 +2%
NAMP
1734
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.6K +$18.1K +700 New
RS
1735
Rakuten Securities
Japan
$15.6K +$16.4K +635 New
CSB
1736
City State Bank
Iowa
$15.5K
TWD
1737
True Wealth Design
Ohio
$15.5K -$74.7K -2,893 -82%
MWA
1738
Miller Wealth Advisors
Colorado
$15.4K
CFM
1739
Cornerstone Financial Management
Massachusetts
$15.2K +$1.42K +55 +10%
LAS
1740
Lloyd Advisory Services
Georgia
$15.1K +$12.9K +501 +443%
HB
1741
Horizon Bancorp
Indiana
$15K
CSC
1742
Caldwell Sutter Capital
California
$14.9K -$2.06K -80 -12%
NL
1743
NVWM LLC
Pennsylvania
$14.4K -$39.9K -1,545 -73%
KSB
1744
Kennebec Savings Bank
Maine
$14.3K
BFS
1745
Bare Financial Services
Pennsylvania
$14K +$7.69K +298 +109%
BCM
1746
Boreal Capital Management
Florida
$13.8K
WA
1747
Whipplewood Advisors
Colorado
$13.4K -$10K -388 -42%
Kayne Anderson Rudnick Investment Management
1748
Kayne Anderson Rudnick Investment Management
California
$13.4K +$826 +32 +6%
FPF
1749
First Pacific Financial
Washington
$13.3K -$4.7K -182 -25%
PAM
1750
Parvin Asset Management
South Dakota
$13K +$13.6K +528 New