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First American

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Rialto Wealth Management
New York
$12.5K +$267 +4 +2%
CT
402
Clearstead Trust
Maine
$12.4K
RIL
403
Rothschild Investment LLC
Illinois
$12.3K -$19.5K -293 -62%
CI
404
CX Institutional
Indiana
$11K +$67 +1 +0.6%
MA
405
MCF Advisors
Kentucky
$10.7K
JWA
406
JFS Wealth Advisors
Pennsylvania
$10.7K +$267 +4 +3%
W
407
WealthCollab
Washington
$10.6K
CMA
408
Cedar Mountain Advisors
Oregon
$10.4K
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$10.2K
PWPS
410
Pinnacle Wealth Planning Services
Ohio
$9.6K
HAP
411
Harbor Asset Planning
Massachusetts
$9.4K
ST
412
Smithfield Trust
Pennsylvania
$9K
CA
413
Clearstead Advisors
Ohio
$8.71K +$133 +2 +2%
PWMG
414
Private Wealth Management Group
New Jersey
$8.44K
AssetMark Inc
415
AssetMark Inc
California
$8.16K +$133 +2 +2%
MCM
416
Manchester Capital Management
Vermont
$7.68K
BWL
417
Bogart Wealth LLC
Virginia
$7.34K +$1.6K +24 +29%
FFO
418
Fortitude Family Office
Arizona
$7.27K +$133 +2 +2%
IFWM
419
Institute for Wealth Management
Colorado
$6.86K +$6.67K +100 New
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$6.51K +$800 +12 +14%
HWP
421
Highline Wealth Partners
California
$6.31K +$2.87K +43 +88%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$6.17K
DWM
423
Dogwood Wealth Management
Kansas
$5.83K +$2.2K +33 +63%
ADL
424
Asset Dedication LLC
California
$5.52K
QC
425
Quent Capital
New York
$5.08K -$1.27K -19 -20%