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Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
Clearstead Advisors
Ohio
$13.6K -$16.1K -219 -55%
CTC
802
Cetera Trust Company
Minnesota
$13.5K
FCT
803
First Community Trust
Iowa
$13.4K
ADL
804
Asset Dedication LLC
California
$13.2K
FFO
805
Fortitude Family Office
Arizona
$12.9K -$7.4K -101 -37%
IIC
806
Integrated Investment Consultants
Michigan
$12.1K +$884K +12,066 New
PWMG
807
Private Wealth Management Group
New Jersey
$12K +$4.4K +60 +60%
OA
808
Operose Advisors
Wisconsin
$11.2K
FWM
809
FSA Wealth Management
Massachusetts
$10.5K +$10.3K +140 New
1IA
810
1620 Investment Advisors
Massachusetts
$10.4K +$2.05K +28 +25%
VWA
811
Valued Wealth Advisors
Utah
$10.2K +$3.44K +47 +53%
Kayne Anderson Rudnick Investment Management
812
Kayne Anderson Rudnick Investment Management
California
$9.97K
W
813
WealthCollab
Washington
$9.41K -$10.8K -147 -54%
RCM
814
Raleigh Capital Management
North Carolina
$9.41K -$3.81K -52 -29%
TCOV
815
Trust Company of Vermont
Vermont
$9.34K +$5.79K +79 +176%
LFA
816
LGT Financial Advisors
Texas
$8.88K -$10.6K -145 -55%
DF
817
Dunhill Financial
United Kingdom
$8.35K +$4.25K +58 +109%
AA
818
AlphaMark Advisors
Kentucky
$8K -$3.67K -50 -33%
CFFP
819
Center for Financial Planning
Michigan
$7.98K
HNB
820
Hilltop National Bank
Wyoming
$7.9K
CHA
821
Carmichael Hill & Associates
Maryland
$7.6K
CWM
822
Compass Wealth Management
Connecticut
$7.53K
FUBT
823
First United Bank & Trust
Maryland
$7.53K
JFG
824
JDM Financial Group
Texas
$7.53K
CPG
825
Cornerstone Planning Group
New Jersey
$7.33K +$733 +10 +9%