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Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
601
Quest 10 Wealth Builders
Virginia
$2.22K
FB
602
First Bancorp
Maine
$2.22K +$2.34K +50 New
WIM
603
Westside Investment Management
California
$2.22K +$2.34K +50 New
QL
604
Quarry LP
New York
$2.13K +$2.25K +48 New
MNA
605
Manning & Napier Advisors
New York
$2.12K +$2.2K +47 New
AW
606
Avion Wealth
Texas
$2K -$891 -19 -23%
TFGT
607
TS Financial Group (TSFG)
Illinois
$2K
GIA
608
GHP Investment Advisors
Colorado
$1.96K
DF
609
Dunhill Financial
United Kingdom
$1.82K -$187 -4 -9%
TPCW
610
TD Private Client Wealth
New York
$1.69K +$1.27K +27 +245%
WB
611
Webster Bank
Connecticut
$1.6K
AF
612
Advisornet Financial
Minnesota
$1.47K
BFS
613
Bare Financial Services
Pennsylvania
$1.47K +$516 +11 +50%
CFM
614
Cornerstone Financial Management
Massachusetts
$1.42K -$1.17K -25 -44%
SWM
615
SHP Wealth Management
Massachusetts
$1.42K -$375 -8 -20%
AG
616
AmeriFlex Group
Nevada
$1.42K
PPC
617
Park Place Capital
Alabama
$1.38K +$187 +4 +15%
OCM
618
Osbon Capital Management
Massachusetts
$1.16K
ACA
619
American Capital Advisory
Idaho
$1.16K +$281 +6 +30%
RFS
620
Richardson Financial Services
Massachusetts
$1.11K
RWM
621
Rialto Wealth Management
New York
$1.02K
CAL
622
Capital Advisors Ltd
Ohio
$1K -$375 -8 -33%
CB
623
CNB Bank
Pennsylvania
$933
RWM
624
Raffa Wealth Management
District of Columbia
$933
QWM
625
Quaker Wealth Management
New Jersey
$889 +$516 +11 +122%