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Name Holding Trade Value Shares
Change
Change in
Stake
PP
676
Pacifica Partners
Canada
$24K – – –
CIM
677
Contravisory Investment Management
Massachusetts
$23.7K +$21K +263 New
LFA
678
LGT Financial Advisors
Texas
$23.3K +$20.7K +259 New
HFS
679
Hantz Financial Services
Michigan
$23K -$1.28K -16 -6%
CWM
680
CarsonAllaria Wealth Management
Illinois
$21.8K -$1.04K -13 -5%
PA
681
PSI Advisors
Florida
$21.5K – – –
ATC
682
Adirondack Trust Company
New York
$21.1K – – –
GEA
683
Glen Eagle Advisors
New Jersey
$21K -$399 -5 -2%
W
684
WealthCollab
Washington
$20.6K +$2.56K +32 +16%
CFO
685
CVA Family Office
Colorado
$20.2K -$799 -10 -4%
SIS
686
Strategic Investment Solutions
Illinois
$20.2K – – –
MAS
687
MPWM Advisory Solutions
Georgia
$20.2K +$18K +225 New
PSFG
688
Park Square Financial Group
Georgia
$19.3K +$17.2K +215 New
TPCW
689
TD Private Client Wealth
New York
$18.3K – – –
GBT
690
Grove Bank & Trust
Florida
$18.2K -$2.4K -30 -13%
HPC
691
HM Payson & Co
Maine
$18K – – –
MA
692
Montag & Associates
Georgia
$18K – – –
SA
693
SRH Advisors
Kansas
$18K – – –
AFM
694
Aspetuck Financial Management
Connecticut
$18K +$16K +200 New
MRP
695
Measured Risk Portfolios
California
$18K +$16K +200 New
SC
696
Stephens Consulting
Michigan
$18K +$16K +200 New
QC
697
Quent Capital
New York
$17.9K – – –
CA
698
Continuum Advisory
Idaho
$17.3K -$1.84K -23 -11%
MWA
699
Medallion Wealth Advisors
Connecticut
$16.9K +$16.5K +207 New
MG
700
Mather Group
Illinois
$16.7K +$13.8K +173 +1,331%