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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
301
Bell Investment Advisors
California
$3.77K -$769 -100 -16%
AAP
302
Arax Advisory Partners
Colorado
$3.76K +$2.47K +321 +147%
CFO
303
CVA Family Office
Colorado
$3.13K -$269 -35 -7%
HCM
304
Hollencrest Capital Management
California
$2.96K +$3.27K +426 New
HNW
305
High Note Wealth
Minnesota
$2.92K +$3.23K +420 New
GSWM
306
Golden State Wealth Management
California
$2.87K +$3.17K +413 New
PWMG
307
Prestige Wealth Management Group
New Jersey
$2.86K
MA
308
Montag & Associates
Georgia
$2.76K
CM
309
Caption Management
Oklahoma
$2.73K +$3.02K +393 New
CLOS
310
Compagnie Lombard Odier SCmA
Switzerland
$2.71K
PFBT
311
Parkside Financial Bank & Trust
Missouri
$2.67K -$134K -17,398 -98%
JWA
312
JFS Wealth Advisors
Pennsylvania
$2.34K -$1.05K -137 -29%
SS
313
SBI Securities
Japan
$2.06K +$2.27K +296 New
WT
314
Whittier Trust
California
$2.02K
BWL
315
Bogart Wealth LLC
Virginia
$1.6K +$1.77K +230 New
AWM
316
Avior Wealth Management
Nebraska
$1.57K
SIC
317
Salem Investment Counselors
North Carolina
$1.52K
TC
318
Truvestments Capital
Florida
$1.39K
WA
319
WPG Advisers
Maryland
$1.32K +$1.46K +190 New
PWM
320
Parkworth Wealth Management
California
$1.16K +$1.28K +167 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$1.04K
NWWA
322
New Wave Wealth Advisors
Arkansas
$1.04K +$1.15K +150 New
FFO
323
Fortitude Family Office
Arizona
$960 +$1.06K +138 New
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$919 -$2.77K -360 -73%
FFL
325
Financial Freedom LLC
Ohio
$814