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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$51.9K
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$51.9K +$9.13K +21 +23%
RFP
478
Root Financial Partners
California
$51.4K +$9.13K +21 +23%
TPCW
479
TD Private Client Wealth
New York
$49.2K +$21.3K +49 +83%
UFF
480
USA Financial Formulas
Michigan
$48.7K +$46.5K +107 New
RCM
481
Raleigh Capital Management
North Carolina
$46.9K -$4.35K -10 -9%
MCM
482
MAI Capital Management
Ohio
$44.6K -$6.53K -15 -13%
RS
483
Rakuten Securities
Japan
$44.2K +$32.6K +75 +341%
AAP
484
Arax Advisory Partners
Colorado
$43.7K -$710K -1,631 -94%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$43.3K +$3.92K +9 +10%
KAS
486
Kemnay Advisory Services
New York
$41.9K +$40K +92 New
BTI
487
Blue Trust Inc
Georgia
$39.6K
MPW
488
MASECO Private Wealth
$38.2K
AWA
489
Acumen Wealth Advisors
Tennessee
$36.9K +$35.2K +81 New
WG
490
Wellington Group
Indiana
$35.1K +$33.5K +77 New
BCV
491
Banque Cantonale Vaudoise
Switzerland
$33K
QL
492
Quarry LP
New York
$32.8K +$23.5K +54 +300%
CFD
493
Creative Financial Designs
Indiana
$31.9K +$30.5K +70 New
T
494
Tidemark
California
$30K
HI
495
Harbour Investments
Wisconsin
$28.7K +$11.7K +27 +75%
WCM
496
Westend Capital Management
California
$28.7K +$27.4K +63 New
RIL
497
Rothschild Investment LLC
Illinois
$26.4K +$1.3K +3 +5%
CWP
498
Clark Wealth Partners
Illinois
$25K
CRI
499
Commonwealth Retirement Investments
Virginia
$22.8K +$21.8K +50 New
CIM
500
Contravisory Investment Management
Massachusetts
$20K