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Name Holding Trade Value Shares
Change
Change in
Stake
WB
526
Webster Bank
Connecticut
$2.96K
FGAM
527
Financial Gravity Asset Management
Texas
$2.89K -$75 -9 -3%
HWM
528
HighMark Wealth Management
Minnesota
$2.84K +$2.8K +335 New
BWAM
529
Boyd Watterson Asset Management
Ohio
$2.68K
OP
530
ORG Partners
Indiana
$2.68K +$2.68K +321 New
TIM
531
Thompson Investment Management
Wisconsin
$2.55K -$1.16K -139 -32%
TLCM
532
Twin Lakes Capital Management
California
$2.55K
W
533
WealthCollab
Washington
$2.55K
CFS
534
CGC Financial Services
Oregon
$2.48K
BCMLT
535
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.48K
TC
536
Truvestments Capital
Florida
$2.47K
IGWM
537
ICA Group Wealth Management
Colorado
$2.31K -$1.07K -128 -32%
BIA
538
Bell Investment Advisors
California
$2.3K
CFB
539
Cullen/Frost Bankers
Texas
$2.27K +$2.23K +267 New
CFO
540
CVA Family Office
Colorado
$2.15K
FPFS
541
First Personal Financial Services
North Carolina
$2.12K
CPG
542
Cornerstone Planning Group
New Jersey
$2.08K
CB
543
Centennial Bank
Arkansas
$2.08K -$418 -50 -17%
CAL
544
Capital Analysts LLC
Pennsylvania
$2K
FWM
545
FSA Wealth Management
Massachusetts
$1.94K
SC
546
Stephens Consulting
Michigan
$1.83K
AWM
547
AllSquare Wealth Management
New York
$1.7K
PWMG
548
Prestige Wealth Management Group
New Jersey
$1.7K
SL
549
Salomon & Ludwin
Virginia
$1.68K -$226 -27 -12%
CFFP
550
Center for Financial Planning
Michigan
$1.66K +$1.63K +195 New