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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
301
True Wealth Design
Ohio
$16.7K +$8.79K +160 +114%
TPWA
302
Twin Peaks Wealth Advisors
California
$16.7K +$16.4K +299 New
SPIA
303
Steward Partners Investment Advisory
New York
$16.5K
W
304
WealthCollab
Washington
$14.5K
AA
305
Ancora Advisors
Ohio
$14.4K +$12.7K +232 +892%
PTC
306
Private Trust Company
Ohio
$14.2K -$4.12K -75 -23%
BBHC
307
Brown Brothers Harriman & Co
New York
$14.1K
FMP
308
Financial Management Professionals
Texas
$12.3K +$220 +4 +2%
CA
309
Cache Advisors
California
$11.4K +$8.08K +147 New
TFIPS
310
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.1K -$27.5K -500 -71%
BWM
311
Bernard Wealth Management
Michigan
$10.9K
BFS
312
Bare Financial Services
Pennsylvania
$10.8K +$4.5K +82 +74%
AssetMark Inc
313
AssetMark Inc
California
$9.65K +$3.24K +59 +52%
WSFS
314
Wilmington Savings Fund Society
Delaware
$9.54K
CPG
315
Cornerstone Planning Group
New Jersey
$9.48K +$2.42K +44 +36%
EC
316
Elequin Capital
New York
$7.75K +$7.64K +139 New
PFBT
317
Parkside Financial Bank & Trust
Missouri
$6.53K
SS
318
Sunbelt Securities
Texas
$6.53K +$55 +1 +0.9%
SFCL
319
Strengthening Families & Communities LLC
Massachusetts
$6.42K +$6.32K +115 New
EP
320
Essential Partners
California
$6.08K
NRG
321
Nemes Rush Group
Michigan
$5.67K +$55 +1 +1%
SWM
322
Spire Wealth Management
Virginia
$5.52K
BW
323
Basepoint Wealth
Iowa
$5.5K +$110 +2 +2%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$5.35K
MWM
325
Mascoma Wealth Management
New Hampshire
$5.08K