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Name Holding Trade Value Shares
Change
Change in
Stake
HI
326
Harbour Investments
Wisconsin
$10.2K
AWM
327
Avior Wealth Management
Nebraska
$9.07K
RS
328
R Squared
Hong Kong
$8.75K +$8.99K +80 New
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$8.31K -$225 -2 -3%
TFA
330
Toth Financial Advisory
Virginia
$7.54K
Simplex Trading
331
Simplex Trading
Illinois
$7K +$7.3K +65 New
KFI
332
Key Financial Inc
Pennsylvania
$5.47K
CA
333
Continuum Advisory
Idaho
$5.36K +$112 +1 +2%
HWM
334
Hemington Wealth Management
Virginia
$5K
AF
335
Advisornet Financial
Minnesota
$4.26K
CAM
336
Creekmur Asset Management
Illinois
$2.95K
GI
337
GAMMA Investing
California
$2.95K
GRP
338
Global Retirement Partners
California
$2.84K
CPG
339
Cornerstone Planning Group
New Jersey
$2.27K +$337 +3 +18%
GSWM
340
Golden State Wealth Management
California
$2.19K +$2.25K +20 New
CFO
341
CVA Family Office
Colorado
$1.97K
GIM
342
Gold Investment Management
Alberta, Canada
$1.75K
TWD
343
True Wealth Design
Ohio
$1.64K -$3.48K -31 -67%
VWM
344
Venturi Wealth Management
Texas
$1.42K +$1.46K +13 New
CFB
345
Cullen/Frost Bankers
Texas
$1.2K +$1.24K +11 New
RWM
346
Raffa Wealth Management
District of Columbia
$1.09K
PCM
347
Penserra Capital Management
California
$1K
CYG
348
Clean Yield Group
Vermont
$984
VHAM
349
Van Hulzen Asset Management
California
$547 +$562 +5 New
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$437 -$438K -3,901 -100%