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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$5.15K +$78 +1 +1%
CSS
402
Cubist Systematic Strategies
Connecticut
$5.08K -$3.63M -46,680 -100%
BAM
403
Belpointe Asset Management
Nevada
$5.08K +$5.28K +68 New
HBW
404
Hazlett, Burt & Watson
West Virginia
$5K
EI
405
Ellevest Inc
New York
$4.7K -$24K -309 -83%
SWM
406
Sugarloaf Wealth Management
Georgia
$4.03K
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$4K -$3.96K -51 -52%
FRA
408
Front Row Advisors
California
$4K
PWMG
409
Prestige Wealth Management Group
New Jersey
$3.58K
AF
410
Allworth Financial
California
$3.58K +$78 +1 +2%
JWA
411
JFS Wealth Advisors
Pennsylvania
$3.51K -$1.32K -17 -27%
GWS
412
Glassman Wealth Services
Virginia
$3.51K +$621 +8 +21%
CTA
413
Colonial Trust Advisors
South Carolina
$3.06K +$3.18K +41 New
CAL
414
Capital Advisors Ltd
Ohio
$3K +$1.09K +14 +67%
KFS
415
Kelly Financial Services
Massachusetts
$2.99K
RFG
416
RFP Financial Group
Georgia
$2.91K +$3.03K +39 New
MPCL
417
My Personal CFO LLC
Washington
$2.54K +$2.64K +34 New
AWM
418
Abound Wealth Management
Tennessee
$2.24K +$2.02K +26 +650%
FHA
419
First Horizon Advisors
Tennessee
$2.17K -$777 -10 -26%
TWA
420
TCI Wealth Advisors
Arizona
$2.09K -$1.4K -18 -39%
KFP
421
KB Financial Partners
New Jersey
$2K
SFG
422
Steward Financial Group
Texas
$2K +$2.41K +31 New
EARNEST Partners
423
EARNEST Partners
Georgia
$1.72K
SC
424
Schubert & Co
Texas
$1.57K -$3.96K -51 -71%
CCA
425
Column Capital Advisors
Indiana
$1.49K