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Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Harbour Investments
Wisconsin
$5.02K +$217 +6 +5%
HWM
352
Hemington Wealth Management
Virginia
$5K +$5.13K +142 New
CPA
353
Capital Performance Advisors
California
$4.74K +$4.38K +121 New
GWSG
354
GPS Wealth Strategies Group
Colorado
$4.38K -$9.04K -250 -69%
QL
355
Quarry LP
New York
$4.12K -$42K -1,161 -92%
Bessemer Group
356
Bessemer Group
New Jersey
$4K -$4.16K -115 -55%
CFO
357
CVA Family Office
Colorado
$3.96K
TWD
358
True Wealth Design
Ohio
$3.88K -$887K -24,525 -100%
JWA
359
JFS Wealth Advisors
Pennsylvania
$3.8K +$434 +12 +14%
CAS
360
Coppell Advisory Solutions
Texas
$3.68K
SWM
361
Sugarloaf Wealth Management
Georgia
$3.18K
RWM
362
Raffa Wealth Management
District of Columbia
$3.06K -$1.45K -40 -34%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$2.71K
FNWA
364
Financial Network Wealth Advisors
Utah
$1.76K -$1.08K -30 -40%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$1.61K -$878K -24,277 -100%
GEA
366
Glen Eagle Advisors
New Jersey
$1.49K
SIC
367
SJS Investment Consulting
Ohio
$1.18K -$36 -1 -3%
AF
368
Advisornet Financial
Minnesota
$1.14K -$1.19K -33 -53%
AW
369
Avion Wealth
Texas
$1K
HGERS
370
Householder Group Estate & Retirement Specialist
Arizona
$1K
PMAM
371
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.05K +29 New
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$942 -$72 -2 -8%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$902
Group One Trading
374
Group One Trading
Illinois
$823 +$759 +21 New
SIS
375
Sound Income Strategies
Florida
$784