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Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
601
Cherry Tree Wealth Management
Minnesota
$7.86K +$7.78K +37 New
CTA
602
Colonial Trust Advisors
South Carolina
$7.53K – – –
JWA
603
JFS Wealth Advisors
Pennsylvania
$6.67K -$841 -4 -11%
PWMG
604
Prestige Wealth Management Group
New Jersey
$6.46K +$1.26K +6 +25%
MAM
605
Marquette Asset Management
Minnesota
$5.81K +$5.68K +27 New
LJHT
606
Laurie J. Hall Trustee
$5K -$4.83K -23 -51%
FRA
607
Front Row Advisors
California
$5K +$4.83K +23 New
BWM
608
BerganKDV Wealth Management
Minnesota
$4.95K -$3.99K -19 -45%
RTL
609
Red Tortoise LLC
Georgia
$4.3K – – –
MCM
610
MV Capital Management
Maryland
$3.88K +$1.89K +9 +100%
DAM
611
Delta Asset Management
Tennessee
$3.23K -$3.15K -15 -50%
GFPC
612
Global Financial Private Client
Florida
$3.19K – – –
MFT
613
Moisand Fitzgerald Tamayo
Florida
$3.01K – – –
RWM
614
Raffa Wealth Management
District of Columbia
$3.01K +$1.05K +5 +56%
HI
615
Harbour Investments
Wisconsin
$2.8K -$19.6K -93 -88%
WP
616
WealthPLAN Partners
Nebraska
$2.8K +$2.73K +13 New
AF
617
Advisornet Financial
Minnesota
$2.37K -$420 -2 -15%
ZB
618
Zions Bancorporation
Utah
$2.37K +$420 +2 +22%
GI
619
Gradient Investments
Minnesota
$2.37K +$2.31K +11 New
CAL
620
Capital Advisors Ltd
Ohio
$2K -$6.1K -29 -81%
ADL
621
Asset Dedication LLC
California
$2K – – –
KFP
622
KB Financial Partners
New Jersey
$2K – – –
SIA
623
SkyView Investment Advisors
New Jersey
$2K +$420 +2 +33%
AssetMark Inc
624
AssetMark Inc
California
$1.94K – – –
IPW
625
Impact Partnership Wealth
Georgia
$1.94K +$1.89K +9 New