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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
901
CBIZ Investment Advisory Services
Ohio
$17.5K
HWP
902
Highline Wealth Partners
California
$16.8K
OAJ
903
Ogorek Anthony Joseph
New York
$16K -$3.93K -33 -20%
QC
904
Quent Capital
New York
$15.8K +$4.88K +41 +48%
MSFP
905
Mark Sheptoff Financial Planning
Connecticut
$15.6K +$14.9K +125 New
HFM
906
Harvest Fund Management
China
$15K +$11K +92 +341%
FMP
907
Financial Management Professionals
Texas
$14.9K +$14.2K +119 New
TM
908
Torren Management
California
$14.2K +$13.6K +114 New
DJSG
909
D.J. St. Germain
Massachusetts
$13.5K +$953 +8 +8%
TH
910
TCTC Holdings
Texas
$12.5K
WB
911
Webster Bank
Connecticut
$12.5K
HNW
912
High Note Wealth
Minnesota
$12.4K +$5.96K +50 +102%
CTWM
913
Cherry Tree Wealth Management
Minnesota
$12.2K
AWA
914
Acumen Wealth Advisors
Tennessee
$11.7K +$11.2K +94 New
OL
915
OneFund LLC
Florida
$11.7K +$11.2K +94 New
DI
916
DAGCO Inc
Ohio
$11.5K
WAG
917
Wilkerson Advisory Group
Missouri
$11.4K +$10.8K +91 New
WIM
918
Westside Investment Management
California
$11.1K +$1.43K +12 +16%
FW
919
Fairway Wealth
Ohio
$10.9K +$10.4K +87 New
MNA
920
Manning & Napier Advisors
New York
$10.7K -$923K -7,746 -99%
GFA
921
Godfrey Financial Associates
New York
$10.7K +$9.05K +76 New
CFM
922
Cornerstone Financial Management
Massachusetts
$9.73K +$9.29K +78 New
BHWM
923
Bay Harbor Wealth Management
Maryland
$9.36K -$145K -1,216 -94%
FFA
924
Frazier Financial Advisors
Ohio
$9.24K
LAS
925
Lloyd Advisory Services
Georgia
$9.23K +$8.82K +74 New