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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
SJS Investment Consulting
Ohio
$5.71K
W
302
WealthCollab
Washington
$5.28K -$52.7K -1,864 -91%
KFI
303
Key Financial Inc
Pennsylvania
$5.22K
CIAM
304
Caitong International Asset Management
Hong Kong
$5.08K +$5.03K +178 New
AF
305
Advisornet Financial
Minnesota
$4.63K
PWA
306
Physician Wealth Advisors
Utah
$4.6K +$4.55K +161 New
PFBT
307
Parkside Financial Bank & Trust
Missouri
$4.31K -$7.54K -267 -64%
BWL
308
Bogart Wealth LLC
Virginia
$4.28K
Federated Hermes
309
Federated Hermes
Pennsylvania
$3.65K
HHGA
310
Halbert Hargrove Global Advisors
California
$3.51K +$3.48K +123 New
VHAM
311
Van Hulzen Asset Management
California
$3.46K +$3.42K +121 New
MWA
312
Medallion Wealth Advisors
Connecticut
$3.39K +$3.53K +125 New
AA
313
Addison Advisors
Vermont
$3.11K -$33.1K -1,173 -91%
VCM
314
Versant Capital Management
Arizona
$3.06K +$3.02K +107 New
CA
315
Clearstead Advisors
Ohio
$2.85K -$2.83K -100 -50%
FP
316
Financial Perspectives
Minnesota
$2.85K
TCM
317
TruNorth Capital Management
Michigan
$2.85K
AWM
318
AllSquare Wealth Management
New York
$2.85K +$2.83K +100 New
ADL
319
Asset Dedication LLC
California
$2.85K +$2.83K +100 New
NSIM
320
North Star Investment Management
Illinois
$2.77K
CPG
321
Cornerstone Planning Group
New Jersey
$2.59K -$819 -29 -24%
WWP
322
WR Wealth Planners
Missouri
$2.4K +$452 +16 +24%
TWD
323
True Wealth Design
Ohio
$2.23K -$198 -7 -8%
TPCW
324
TD Private Client Wealth
New York
$2.06K +$565 +20 +38%
GJIA
325
Glass Jacobson Investment Advisors
Maryland
$2.06K +$2.03K +72 New