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Name Holding Trade Value Shares
Change
Change in
Stake
SC
876
Swan Capital
Florida
$14.2K – – –
BFP
877
Birchwood Financial Partners
Minnesota
$13.9K +$13.2K +284 New
CIAM
878
Caitong International Asset Management
Hong Kong
$13.9K -$297K -6,373 -96%
RF
879
Robinswood Financial
Washington
$13.9K – – –
WB
880
Webster Bank
Connecticut
$13.6K – – –
VWM
881
Vermillion Wealth Management
Minnesota
$13.6K – – –
SWA
882
SOA Wealth Advisors
New York
$13.6K -$13.4K -288 -51%
CPG
883
Cornerstone Planning Group
New Jersey
$13K -$2.24K -48 -16%
API
884
Asset Planning Inc
California
$13K – – –
CA
885
Crewe Advisors
Utah
$12.9K – – –
Q1WB
886
Quest 10 Wealth Builders
Virginia
$12.6K -$326 -7 -3%
FFC
887
First Financial Corp
Indiana
$12.4K – – –
CAM
888
Chesapeake Asset Management
New York
$12.2K – – –
TFGT
889
TS Financial Group (TSFG)
Illinois
$12K – – –
OCM
890
Osterweis Capital Management
California
$11.9K – – –
PWA
891
Provenance Wealth Advisors
Florida
$11.8K – – –
KG
892
Kilter Group
New York
$11.7K +$2.24K +48 +25%
CFS
893
CGC Financial Services
Oregon
$11.5K – – –
FRA
894
Front Row Advisors
California
$10.9K – – –
SC
895
Stephens Consulting
Michigan
$10.8K +$2.33K +50 +29%
CB
896
Community Bank
New York
$10.6K +$10.1K +217 New
SIC
897
SJS Investment Consulting
Ohio
$10.2K +$9.7K +208 New
ADL
898
Asset Dedication LLC
California
$10K -$32.7K -702 -77%
AIC
899
Archer Investment Corporation
Indiana
$9.81K – – –
PAM
900
Parvin Asset Management
South Dakota
$9.81K – – –