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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Activest Wealth Management
Florida
$21K +$13.2K +214 +160%
SL
677
Salomon & Ludwin
Virginia
$20.8K +$20.8K +337 New
PPC
678
Park Place Capital
Alabama
$20.2K +$1.05K +17 +5%
TWD
679
True Wealth Design
Ohio
$19.9K +$1.24K +20 +6%
MA
680
MCF Advisors
Kentucky
$19.8K +$20.2K +327 New
CT
681
Clearstead Trust
Maine
$17.8K – – –
WWM
682
Wolff Wiese Magana
California
$17.5K – – –
SWM
683
SHP Wealth Management
Massachusetts
$17.2K +$17.6K +285 New
ZBNA
684
Zions Bancorporation, National Association
Utah
$16K +$16.4K +265 New
T. Rowe Price Investment Management
685
T. Rowe Price Investment Management
Maryland
$16K -$1.42K -23 -8%
CPG
686
Cornerstone Planning Group
New Jersey
$16K +$309 +5 +2%
MHR
687
Matthew Hamilton Rosenberg
$15.9K – – –
B
688
Bayban
Minnesota
$15.3K +$15.7K +254 New
GWM
689
Geneos Wealth Management
Colorado
$15.1K – – –
WA
690
WPG Advisers
Maryland
$13.1K -$4.7K -76 -26%
RS
691
Rakuten Securities
Japan
$13.1K +$13.2K +214 +10,700%
DPW
692
DiNuzzo Private Wealth
Pennsylvania
$12.9K -$62 -1 -0.5%
DJSG
693
D.J. St. Germain
Massachusetts
$12.6K – – –
SPF
694
South Plains Financial
Texas
$12.3K – – –
LFG
695
Larson Financial Group
Missouri
$11.8K +$7.91K +128 +188%
BTD
696
BankPlus Trust Department
Mississippi
$10.9K – – –
FDCP
697
Foster Dykema Cabot & Partners
Massachusetts
$10.9K – – –
UFPG
698
United Financial Planning Group
New York
$10.2K +$10.4K +168 New
KFAS
699
Keating Financial Advisory Services
Kansas
$10K +$10.3K +166 New
AWM
700
Abound Wealth Management
Tennessee
$9.67K – – –