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Name Holding Trade Value Shares
Change
Change in
Stake
PS
526
Principal Securities
Iowa
$17.9K +$17.1K +415 New
HPC
527
HM Payson & Co
Maine
$17.3K -$4.11K -100 -20%
TCG
528
Transcendent Capital Group
Oklahoma
$17.3K +$16.5K +400 New
CB
529
Community Bank
New York
$17.3K
SSG
530
Summit Securities Group
New York
$17K
TPCW
531
TD Private Client Wealth
New York
$16.8K -$2.02K -49 -11%
W
532
WealthCollab
Washington
$15.2K +$14.5K +352 New
BFA
533
BBJS Financial Advisors
Washington
$15.1K +$14.4K +350 New
BC
534
Barrett & Company
Rhode Island
$14.7K
CMP
535
Coston McIsaac & Partners
Maine
$14K +$82 +2 +0.6%
TCWA
536
Turtle Creek Wealth Advisors
Texas
$13.4K +$12.8K +311 New
CAS
537
Coppell Advisory Solutions
Texas
$13.2K +$12.6K +306 New
DAC
538
Dividend Assets Capital
South Carolina
$13K
TFGT
539
TS Financial Group (TSFG)
Illinois
$13K
OIA
540
Optimum Investment Advisors
Illinois
$13K
CA
541
Crewe Advisors
Utah
$12.6K +$12K +291 New
CA
542
Clearstead Advisors
Ohio
$12.5K
C
543
Covestor
United Kingdom
$12K +$123 +3 +1%
HCP
544
Hexagon Capital Partners
Arkansas
$12K +$2.1K +51 +23%
SWM
545
Sugarloaf Wealth Management
Georgia
$11.7K
GCM
546
Gables Capital Management
Florida
$11.6K
TVWM
547
Tower View Wealth Management
Wisconsin
$11K
PK
548
Pflug Koory
Nebraska
$10.8K -$8.23K -200 -44%
CB
549
Centennial Bank
Arkansas
$10.8K -$535 -13 -5%
FPFS
550
First Personal Financial Services
North Carolina
$10.8K