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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
501
Matrix Trust Company
Colorado
$7K -$1.67K -5 -19%
ACM
502
Accent Capital Management
Ohio
$6.76K +$669 +2 +11%
DWM
503
Darwin Wealth Management
Florida
$6.44K
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$5.79K +$6.02K +18 New
MCM
505
Manchester Capital Management
Vermont
$5.47K +$1.34K +4 +31%
SC
506
SouthState Corp
Florida
$4.83K -$25.1K -75 -83%
ADL
507
Asset Dedication LLC
California
$4.83K
CWM
508
Cranbrook Wealth Management
Michigan
$4.51K
HNW
509
High Note Wealth
Minnesota
$4.51K +$669 +2 +17%
CT
510
Clearstead Trust
Maine
$3.54K
SS
511
Sunbelt Securities
Texas
$3.54K +$3.68K +11 New
AT
512
Arlington Trust
Alabama
$2.58K -$669 -2 -20%
BBHC
513
Brown Brothers Harriman & Co
New York
$2.58K
SIS
514
Sound Income Strategies
Florida
$2.02K -$28.4K -85 -93%
WCM
515
Winthrop Capital Management
Indiana
$2K
BIA
516
Bell Investment Advisors
California
$1.93K -$1K -3 -33%
HCM
517
Hollencrest Capital Management
California
$1.93K -$17.4K -52 -90%
NEWAS
518
N.E.W. Advisory Services
Wisconsin
$1.93K
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$1.79K +$2.01K +6 New
FNWA
520
Financial Network Wealth Advisors
Utah
$1.61K
WA
521
WPG Advisers
Maryland
$1.61K
TPCW
522
TD Private Client Wealth
New York
$1.61K +$669 +2 +67%
CH
523
Cromwell Holdings
Wyoming
$1.29K -$1K -3 -43%
MAM
524
Marquette Asset Management
Minnesota
$1.29K +$1.34K +4 New
PTC
525
Private Trust Company
Ohio
$1.29K