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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
751
Stonebridge Capital Advisors
Minnesota
$2.45K +$2.53K +44 New
Geneos Wealth Management
752
Geneos Wealth Management
Colorado
$2.38K – – –
TCM
753
Tradewinds Capital Management
Washington
$2.37K – – –
EBA
754
Eagle Bay Advisors
New York
$2.23K – – –
RWM
755
Raffa Wealth Management
District of Columbia
$2.15K – – –
JWM
756
Janiczek Wealth Management
Colorado
$1.85K +$1.9K +33 New
PWA
757
Provenance Wealth Advisors
Florida
$1.78K +$1.84K +32 New
TIM
758
Tortoise Investment Management
New York
$1.71K – – –
BONH
759
Bank of New Hampshire
New Hampshire
$1.48K – – –
NSIM
760
North Star Investment Management
Illinois
$1.19K – – –
TFGT
761
TS Financial Group (TSFG)
Illinois
$1K – – –
TWP
762
TFO Wealth Partners
Ohio
$972 +$575 +10 +143%
SC
763
Stephens Consulting
Michigan
$965 – – –
Leonteq Securities AG
764
Leonteq Securities AG
Switzerland
$964 – – –
SWA
765
SOA Wealth Advisors
New York
$894 – – –
HCP
766
Hexagon Capital Partners
Arkansas
$816 -$58 -1 -6%
TCA
767
Trifecta Capital Advisors
Illinois
$816 – – –
OP
768
ORG Partners
Indiana
$815 +$863 +15 New
PCFFS
769
Pacific Center for Financial Services
California
$668 – – –
ACA
770
Atlas Capital Advisors
Wyoming
$667 – – –
IBOK
771
Independence Bank of Kentucky
Kentucky
$593 – – –
FWM
772
Focused Wealth Management
New York
$451 – – –
TWD
773
True Wealth Design
Ohio
$371 – – –
CWC
774
Carolinas Wealth Consulting
North Carolina
$326 – – –
CTA
775
Colonial Trust Advisors
South Carolina
$148 – – –