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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
451
Medallion Wealth Advisors
Connecticut
$37.1K +$5.87K +278 +20%
GSWM
452
Golden State Wealth Management
California
$35.6K
MO
453
McMillan Office
Michigan
$35.6K
RIL
454
Rothschild Investment LLC
Illinois
$35K +$26K +1,234 +364%
CTB
455
Country Trust Bank
Illinois
$33.6K
AS
456
Altshuler Shaham
Israel
$33.2K +$31.4K +1,489 New
PWA
457
Physician Wealth Advisors
Utah
$32.4K +$5.74K +272 +23%
TWD
458
True Wealth Design
Ohio
$32.3K +$29.3K +1,391 +2,280%
CFP
459
Comprehensive Financial Planning
Pennsylvania
$31.2K +$29.5K +1,400 New
KSB
460
Kennebec Savings Bank
Maine
$29K +$27.4K +1,300 New
PMFA
461
Plante Moran Financial Advisors
Michigan
$28.3K +$802 +38 +3%
IA
462
IFG Advisory
Georgia
$27.4K +$25.9K +1,229 New
IAS
463
IMA Advisory Services
Colorado
$26.7K
IFWM
464
Institute for Wealth Management
Colorado
$26.1K +$24.8K +1,174 New
SC
465
SouthState Corp
Florida
$25.7K +$23K +1,091 +1,732%
SIC
466
Salem Investment Counselors
North Carolina
$25.1K
BWL
467
Bogart Wealth LLC
Virginia
$24.7K +$9.89K +469 +73%
CT
468
Clearstead Trust
Maine
$24K +$10.8K +514 +91%
BIA
469
Bell Investment Advisors
California
$23K +$7.76K +368 +55%
Los Angeles Capital Management
470
Los Angeles Capital Management
California
$22.8K
CPBTD
471
Central Pacific Bank - Trust Division
Hawaii
$22.3K
SN
472
Sittner & Nelson
Oregon
$22.3K
WTA
473
Washington Trust Advisors
Massachusetts
$21.2K -$717 -34 -3%
TPCW
474
TD Private Client Wealth
New York
$18.4K +$4.64K +220 +36%
APFP
475
Action Point Financial Planning
Michigan
$18.2K +$17.3K +820 New