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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1251
Provenance Wealth Advisors
Florida
$1.68K +$1.6K +15 New
DCM
1252
Davis Capital Management
Florida
$1.56K +$854 +8 +133%
TCA
1253
Trifecta Capital Advisors
Illinois
$1.56K +$1.49K +14 New
QWM
1254
Quaker Wealth Management
New Jersey
$1.34K +$107 +1 +9%
AF
1255
Align Financial
Minnesota
$1.23K
FG
1256
Fairman Group
Pennsylvania
$1.23K
NB
1257
NBT Bank
New York
$1.23K
NEWAS
1258
N.E.W. Advisory Services
Wisconsin
$1.12K -$2.88K -27 -73%
SA
1259
Seneschal Advisors
Washington
$1.12K
PMFA
1260
Plante Moran Financial Advisors
Michigan
$1.01K +$960 +9 New
RS
1261
Rakuten Securities
Japan
$894
HHGA
1262
Halbert Hargrove Global Advisors
California
$892 +$854 +8 New
NWS
1263
Nvest Wealth Strategies
Ohio
$783
PS
1264
PayPay Securities
Japan
$782 -$427 -4 -36%
BIM
1265
Breakwater Investment Management
Washington
$671
MBFW
1266
Morton Brown Family Wealth
Pennsylvania
$671 +$640 +6 New
WA
1267
WestEnd Advisors
North Carolina
$559 +$107 +1 +25%
BL
1268
BFSG LLC
California
$559 +$534 +5 New
TAP
1269
Tounjian Advisory Partners
Florida
$465 +$427 +4 New
3FI
1270
3 Factor Indexing
California
$447
HI
1271
Hoey Investments
Pennsylvania
$447
IPS
1272
Investors Portfolio Services
Washington
$447
SHIM
1273
Stone House Investment Management
Pennsylvania
$447
TFM
1274
TFC Financial Management
Massachusetts
$447
CIAM
1275
Caitong International Asset Management
Hong Kong
$447 +$427 +4 New