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