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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$3.53K +$2.46K +116 +193%
PTC
252
Private Trust Company
Ohio
$3.51K +$3.71K +175 New
SS
253
SBI Securities
Japan
$3.03K +$2.65K +125 +481%
RIAS
254
Rachor Investment Advisory Services
Michigan
$2.85K +$3.01K +142 New
RDFA
255
Ritter Daniher Financial Advisory
Ohio
$2.41K +$2.55K +120 New
PWPS
256
Pinnacle Wealth Planning Services
Ohio
$2.33K +$2.46K +116 New
TWD
257
True Wealth Design
Ohio
$2.29K +$1.25K +59 +107%
AWM
258
Abound Wealth Management
Tennessee
$2.27K – – –
GWM
259
Geneos Wealth Management
Colorado
$2K – – –
S
260
Sachetta
Massachusetts
$1.48K – – –
BFS
261
Bare Financial Services
Pennsylvania
$1.48K +$1.15K +54 +270%
CA
262
Clearstead Advisors
Ohio
$1.38K +$1.47K +69 New
PFBT
263
Parkside Financial Bank & Trust
Missouri
$1.2K +$42 +2 +3%
TFA
264
Transamerica Financial Advisors
Florida
$1.12K +$785 +37 +195%
NSIM
265
North Star Investment Management
Illinois
$1.02K +$1.08K +51 New
AW
266
Avion Wealth
Texas
$1K +$255 +12 +29%
HFS
267
Hantz Financial Services
Michigan
$1K +$743 +35 New
AssetMark Inc
268
AssetMark Inc
California
$902 +$955 +45 New
CIAS
269
CBIZ Investment Advisory Services
Ohio
$802 +$849 +40 New
EC
270
Elequin Capital
New York
$722 +$764 +36 New
OC
271
Optima Capital
Oregon
$521 +$552 +26 New
PWA
272
Physician Wealth Advisors
Utah
$482 +$509 +24 New
SIC
273
SJS Investment Consulting
Ohio
$462 +$488 +23 New
SC
274
Swan Capital
Florida
$461 +$488 +23 New
HI
275
Harbour Investments
Wisconsin
$361 – – –