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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
501
Adirondack Trust Company
New York
$10.4K
CA
502
Crewe Advisors
Utah
$9.11K
CA
503
Continuum Advisory
Idaho
$9.1K +$7.92K +66 New
SS
504
Sunbelt Securities
Texas
$8.01K
SWM
505
Sugarloaf Wealth Management
Georgia
$7.46K
VF
506
VitalStone Financial
Texas
$7K +$6.48K +54 New
TSWM
507
Tyler-Stone Wealth Management
Ohio
$6.9K
TFM
508
TFC Financial Management
Massachusetts
$6.76K +$4.92K +41 +513%
PWMG
509
Prestige Wealth Management Group
New Jersey
$6.63K
HI
510
Harbour Investments
Wisconsin
$6.49K +$4.92K +41 +683%
AF
511
Allworth Financial
California
$6.08K
JWA
512
JFS Wealth Advisors
Pennsylvania
$6.08K +$1.32K +11 +33%
CAL
513
Capital Advisors Ltd
Ohio
$6K +$480 +4 +10%
Capstone Investment Advisors
514
Capstone Investment Advisors
New York
$5.66K +$4.92K +41 New
KFS
515
Kelly Financial Services
Massachusetts
$5.52K
MCM
516
MV Capital Management
Maryland
$5.11K
CFG
517
CKW Financial Group
Hawaii
$5K
AWM
518
Abound Wealth Management
Tennessee
$4.83K -$240 -2 -5%
VAG
519
VisionPoint Advisory Group
Texas
$4.83K
S
520
Sachetta
Massachusetts
$4.19K
LI
521
LRI Investments
Florida
$3.45K +$3K +25 New
SIC
522
SJS Investment Consulting
Ohio
$3.31K
RTL
523
Red Tortoise LLC
Georgia
$3.17K
RS
524
Rakuten Securities
Japan
$2.76K -$360 -3 -13%
AP
525
Aspect Partners
Virginia
$2.62K