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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
601
Harbor Investment Advisory
Maryland
$6.32K +$2.9K +10 +91%
CAL
602
Capital Advisors Ltd
Ohio
$6K +$581 +2 +12%
AW
603
Avion Wealth
Texas
$6K +$2.61K +9 +75%
SFS
604
Sunrise Financial Services
Washington
$5.72K +$5.52K +19 New
LFA
605
LGT Financial Advisors
Texas
$5.42K – – –
PTC
606
Private Trust Company
Ohio
$5.12K +$1.45K +5 +42%
S
607
Sachetta
Massachusetts
$5.12K +$4.06K +14 +467%
AFC
608
Ares Financial Consulting
California
$5.12K +$4.93K +17 New
VNA
609
Valley National Advisers
Pennsylvania
$5K +$290 +1 +6%
HHMI
610
Howard Hughes Medical Institute
Maryland
$4.51K – – –
PWMG
611
Prestige Wealth Management Group
New Jersey
$4.21K – – –
RWM
612
RMG Wealth Management
Wisconsin
$4.17K +$3.77K +13 New
AWM
613
Abound Wealth Management
Tennessee
$3.91K – – –
DPW
614
DiNuzzo Private Wealth
Pennsylvania
$3.91K – – –
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
$3.91K – – –
TFA
616
Transamerica Financial Advisors
Florida
$3.91K +$1.74K +6 +86%
Bartlett & Co Wealth Management
617
Bartlett & Co Wealth Management
Ohio
$3.91K +$3.48K +12 +1,200%
NSIM
618
North Star Investment Management
Illinois
$3.91K +$3.77K +13 New
CoreCap Advisors
619
CoreCap Advisors
Michigan
$3.61K +$2.32K +8 +200%
CIAS
620
CBIZ Investment Advisory Services
Ohio
$3.31K +$3.19K +11 New
B
621
Birchbrook
Maine
$3.01K -$7.84K -27 -73%
EWP
622
Elevation Wealth Partners
California
$3.01K +$290 +1 +11%
RWM
623
Rialto Wealth Management
New York
$3.01K +$1.45K +5 +100%
RWM
624
Raffa Wealth Management
District of Columbia
$3.01K – – –
BHWM
625
Bay Harbor Wealth Management
Maryland
$3.01K +$1.45K +5 +100%