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Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
651
TD Waterhouse Canada
Ontario, Canada
$9.46K – – –
MCM
652
Manchester Capital Management
Vermont
$8.94K -$746 -9 -8%
SA
653
SRH Advisors
Kansas
$8.51K – – –
TTIC
654
Tower Trust & Investment Company
Iowa
$8.34K – – –
MSWA
655
Marshall & Sterling Wealth Advisors
New York
$7.74K – – –
HIW
656
Holos Integrated Wealth
Pennsylvania
$7.51K – – –
CFD
657
Creative Financial Designs
Indiana
$7.31K +$580 +7 +9%
FPF
658
First Pacific Financial
Washington
$6.96K +$3.15K +38 +88%
PWMG
659
Private Wealth Management Group
New Jersey
$6.96K +$6.63K +80 +8,000%
TWD
660
True Wealth Design
Ohio
$6.79K +$3.56K +43 +119%
AWM
661
Atticus Wealth Management
Florida
$6.62K +$6.38K +77 New
LI
662
LRI Investments
Florida
$6.18K +$5.97K +72 New
TPWA
663
Twin Peaks Wealth Advisors
California
$6.14K +$5.97K +72 New
BIA
664
Bell Investment Advisors
California
$5.93K – – –
S
665
Sachetta
Massachusetts
$4.82K +$3.07K +37 +195%
AS
666
Altshuler Shaham
Israel
$4.21K +$4.06K +49 New
RCM
667
Raleigh Capital Management
North Carolina
$3.75K +$331 +4 +10%
BWL
668
Bogart Wealth LLC
Virginia
$3.7K – – –
AWM
669
Accredited Wealth Management
Kentucky
$3.44K – – –
FFO
670
Fortitude Family Office
Arizona
$3.44K +$3.31K +40 New
MYIA
671
Mount Yale Investment Advisors
Colorado
$3.35K +$3.23K +39 New
CWM
672
Crowley Wealth Management
Delaware
$2.92K – – –
CWP
673
Concord Wealth Partners
Virginia
$2.92K +$663 +8 +31%
SC
674
SouthState Corp
Florida
$2.84K +$580 +7 +27%
WB
675
Webster Bank
Connecticut
$2.49K +$2.4K +29 New
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