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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
326
Cornerstone Financial Management
Massachusetts
$5.13K +$5.28K +174 New
GKIM
327
GW&K Investment Management
Massachusetts
$5K -$880 -29 -15%
AF
328
Advisornet Financial
Minnesota
$4.6K
MW
329
Merited Wealth
Florida
$4.1K +$4.22K +139 New
CTB
330
Country Trust Bank
Illinois
$3.86K
BFS
331
Bare Financial Services
Pennsylvania
$3.74K -$941 -31 -20%
MWA
332
Medallion Wealth Advisors
Connecticut
$3.69K
HHGA
333
Halbert Hargrove Global Advisors
California
$3.63K
RWM
334
Raffa Wealth Management
District of Columbia
$3.63K +$1.67K +55 +81%
IA
335
IFP Advisors
Florida
$3.6K +$121 +4 +3%
FNWA
336
Financial Network Wealth Advisors
Utah
$3.6K +$3.7K +122 New
Federated Hermes
337
Federated Hermes
Pennsylvania
$3.45K -$425 -14 -11%
SEP
338
Signature Equity Partners
Ohio
$3.33K +$3.43K +113 New
CT
339
Colonial Trust
South Carolina
$3.23K +$516 +17 +18%
HNB
340
Huntington National Bank
Ohio
$3.04K +$273 +9 +10%
TPCW
341
TD Private Client Wealth
New York
$3.04K +$334 +11 +12%
CB
342
CNB Bank
Pennsylvania
$2.95K
FP
343
Financial Perspectives
Minnesota
$2.95K
NSIM
344
North Star Investment Management
Illinois
$2.86K
IAS
345
IMA Advisory Services
Colorado
$2.86K +$2.94K +97 New
AWM
346
Abound Wealth Management
Tennessee
$2.62K +$2.19K +72 +424%
IBOK
347
Independence Bank of Kentucky
Kentucky
$2.24K -$3.95K -130 -63%
SA
348
Strategic Advocates
Utah
$2.22K
CG
349
Curat Global
New Hampshire
$2.21K
DWM
350
Darwin Wealth Management
Florida
$2.05K +$30 +1 +1%