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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
MAI Capital Management
Ohio
$2.88K +$3.03K +138 New
HI
202
Harbour Investments
Wisconsin
$2.78K
CFO
203
CVA Family Office
Colorado
$2.71K +$2.86K +130 New
PTC
204
Private Trust Company
Ohio
$2.69K -$12.5K -571 -82%
SO
205
Sierra Ocean
California
$2.59K +$2.72K +124 New
IA
206
IFP Advisors
Florida
$2.36K +$879 +40 +55%
WA
207
Whipplewood Advisors
Colorado
$2.25K +$2.37K +108 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$2.13K -$659 -30 -23%
HT
209
Headlands Technologies
Illinois
$2K +$2.11K +96 New
CPG
210
Cornerstone Planning Group
New Jersey
$1.91K -$417 -19 -17%
RWM
211
Raffa Wealth Management
District of Columbia
$1.73K +$1.27K +58 +232%
SPIA
212
Steward Partners Investment Advisory
New York
$1.67K
PWMG
213
Prestige Wealth Management Group
New Jersey
$1.34K
Baillie Gifford & Co
214
Baillie Gifford & Co
United Kingdom
$1.13K
RAM
215
Riggs Asset Management
Pennsylvania
$1.04K
CWP
216
Concord Wealth Partners
Virginia
$1.02K
WA
217
WPG Advisers
Maryland
$1.02K +$1.08K +49 New
CA
218
Continuum Advisory
Idaho
$960 +$22 +1 +2%
FFO
219
Fortitude Family Office
Arizona
$877 +$923 +42 New
AG
220
AmeriFlex Group
Nevada
$865 +$967 +44 New
BIA
221
Bell Investment Advisors
California
$752
MG
222
Mather Group
Illinois
$751 -$967 -44 -55%
CAM
223
Creekmur Asset Management
Illinois
$668 -$1.03K -47 -59%
WTA
224
Washington Trust Advisors
Massachusetts
$417 +$439 +20 New
TWD
225
True Wealth Design
Ohio
$376 -$110 -5 -22%