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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
701
Compass Financial Services
Iowa
$23.9K
ST
702
Smithfield Trust
Pennsylvania
$23K
FWM
703
FSA Wealth Management
Massachusetts
$22.7K
BWL
704
Bogart Wealth LLC
Virginia
$22.6K +$22K +328 New
POIA
705
Pin Oak Investment Advisors
Texas
$22K -$22.2K -330 -50%
AG
706
AmeriFlex Group
Nevada
$21.9K
RTL
707
Red Tortoise LLC
Georgia
$21.5K
W
708
WealthCollab
Washington
$21K
LC
709
Lavaca Capital
Texas
$20.7K +$20.2K +300 New
FDCP
710
Foster Dykema Cabot & Partners
Massachusetts
$20.6K
RWM
711
Raffa Wealth Management
District of Columbia
$20.2K +$19.7K +293 New
VNA
712
Valley National Advisers
Pennsylvania
$20K -$134 -2 -0.7%
MYIA
713
Mount Yale Investment Advisors
Colorado
$19K +$18.5K +275 New
SWP
714
Strategic Wealth Partners
Ohio
$18.9K +$18.4K +274 New
JFA
715
JNBA Financial Advisors
Minnesota
$18.8K
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$18.5K
SC
717
SouthState Corp
Florida
$18.3K -$1.34K -20 -7%
PWMG
718
Private Wealth Management Group
New Jersey
$17.9K
OA
719
Operose Advisors
Wisconsin
$17.2K +$16.8K +250 New
Acadian Asset Management
720
Acadian Asset Management
Massachusetts
$17K
FMTCOCP
721
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
GKIM
722
GW&K Investment Management
Massachusetts
$17K +$3.76K +56 +30%
EP
723
Essential Partners
California
$16.8K +$16.3K +243 New
NFSG
724
Newbridge Financial Services Group
Florida
$16.5K +$16.1K +239 New
MTIC
725
Missouri Trust & Investment Company
Missouri
$15.6K