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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
1026
Richardson Financial Services
Massachusetts
$9.24K +$8.78K +45 New
MFT
1027
Moisand Fitzgerald Tamayo
Florida
$8.83K
WIM
1028
Westside Investment Management
California
$8.83K
CTC
1029
Cetera Trust Company
Minnesota
$8.42K +$8K +41 New
S
1030
Sachetta
Massachusetts
$6.98K +$6.64K +34 New
HIA
1031
Harbor Investment Advisory
Maryland
$6.57K -$781 -4 -11%
CSC
1032
Caldwell Sutter Capital
California
$6.57K
JSAM
1033
J. Safra Asset Management
New York
$6.16K +$5.86K +30 New
RCM
1034
Raleigh Capital Management
North Carolina
$6.16K +$5.86K +30 New
CAL
1035
Capital Advisors Ltd
Ohio
$6K
AW
1036
Avion Wealth
Texas
$6K +$5.46K +28 New
CTWM
1037
Cherry Tree Wealth Management
Minnesota
$5.96K
TAM
1038
Tucker Asset Management
Colorado
$5.75K -$4.1K -21 -43%
MHR
1039
Matthew Hamilton Rosenberg
$5.75K
AEPWM
1040
Atlantic Edge Private Wealth Management
Florida
$5.13K +$4.88K +25 New
AFWM
1041
Abich Financial Wealth Management
Virginia
$5.08K +$4.88K +25 New
IGWM
1042
ICA Group Wealth Management
Colorado
$4.93K +$4.68K +24 New
SAM
1043
Smartleaf Asset Management
Massachusetts
$4.68K +$4.49K +23 New
PWMG
1044
Private Wealth Management Group
New Jersey
$4.52K +$4.29K +22 New
ANBT
1045
American National Bank & Trust
Texas
$4.31K +$4.1K +21 New
TCA
1046
Trifecta Capital Advisors
Illinois
$4.11K
VNA
1047
Valley National Advisers
Pennsylvania
$4K +$1.17K +6 +38%
LIWM
1048
Long Island Wealth Management
New York
$4K +$4.1K +21 New
HCP
1049
Hexagon Capital Partners
Arkansas
$3.7K +$1.56K +8 +80%
MIM
1050
Macroview Investment Management
Maryland
$3.63K -$3.9K -20 -53%