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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
451
True Wealth Design
Ohio
$14.1K +$12.1K +222 +516%
QC
452
Quent Capital
New York
$13.4K +$13.7K +253 New
NEWAS
453
N.E.W. Advisory Services
Wisconsin
$13.3K +$13.6K +250 New
HNB
454
Huntington National Bank
Ohio
$13K +$597 +11 +5%
SWM
455
Spire Wealth Management
Virginia
$12.5K
IP
456
Isthmus Partners
Wisconsin
$11.8K -$262K -4,833 -2%
LSA
457
Leonteq Securities AG
Switzerland
$11.1K -$222K -4,091 -95%
HNW
458
High Note Wealth
Minnesota
$10.5K -$2.28K -42 -18%
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$9.09K
HWA
460
HHM Wealth Advisors
Tennessee
$9.03K
CI
461
CX Institutional
Indiana
$9K
VCM
462
Versant Capital Management
Arizona
$8.56K
SC
463
Solstein Capital
California
$8.13K
BLC
464
Brown, Lisle/Cummings
Rhode Island
$7.97K +$8.14K +150 New
SAM
465
Smartleaf Asset Management
Massachusetts
$6.94K +$1.36K +25 +24%
CT
466
Colonial Trust
South Carolina
$6.7K -$597 -11 -8%
BTI
467
Blue Trust Inc
Georgia
$6.7K +$6.84K +126 New
CAL
468
Capital Advisors Ltd
Ohio
$6K
HWM
469
Hemington Wealth Management
Virginia
$6K +$597 +11 +10%
EB
470
Eastern Bank
Massachusetts
$5.74K -$2.34M -43,171 -100%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$5.74K -$163 -3 -3%
SWA
472
SOA Wealth Advisors
New York
$5.33K
AEPWM
473
Atlantic Edge Private Wealth Management
Florida
$5.31K
MLA
474
MB, Levis & Associates
Pennsylvania
$5.31K +$5.43K +100 New
TPCW
475
TD Private Client Wealth
New York
$4.78K -$21.6K -397 -82%