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Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Clearstead Trust
Maine
$13.3K
BBPWM
702
Blue Bell Private Wealth Management
Pennsylvania
$13.1K +$4.69K +47 +51%
PWMG
703
Prestige Wealth Management Group
New Jersey
$12.4K
TPWA
704
Twin Peaks Wealth Advisors
California
$11.8K +$12.5K +125 New
W
705
WealthCollab
Washington
$11.7K +$3.59K +36 +41%
CLOS
706
Compagnie Lombard Odier SCmA
Switzerland
$11.3K
MAM
707
Meeder Asset Management
Ohio
$11.1K +$6.88K +69 +141%
CAM
708
Close Asset Management
United Kingdom
$11K
MCM
709
MV Capital Management
Maryland
$10.5K
TPCW
710
TD Private Client Wealth
New York
$10.4K -$100 -1 -0.9%
JWA
711
JFS Wealth Advisors
Pennsylvania
$10.4K +$698 +7 +7%
Q1WB
712
Quest 10 Wealth Builders
Virginia
$10.3K -$1.8K -18 -14%
MFP
713
Meramec Financial Planners
Missouri
$10.2K
CAL
714
Capital Advisors Ltd
Ohio
$10K -$4.79K -48 -31%
SIC
715
SJS Investment Consulting
Ohio
$9.51K -$1.1K -11 -10%
FFO
716
Fortitude Family Office
Arizona
$9.51K +$4.39K +44 +77%
KFAS
717
Keating Financial Advisory Services
Kansas
$9.41K +$2.29K +23 +30%
IAIM
718
International Assets Investment Management
Florida
$9.15K -$3.79K -38 -28%
CMA
719
Cedar Mountain Advisors
Oregon
$9.13K +$9.68K +97 New
VEA
720
Virtus ETF Advisers
New York
$8.47K +$8.98K +90 New
IAAG
721
Innovative Asset Advisors Group
Connecticut
$8.28K +$8.78K +88 New
AW
722
Avion Wealth
Texas
$8K -$499 -5 -6%
GG
723
Gleason Group
Kentucky
$7.62K
AWA
724
Acumen Wealth Advisors
Tennessee
$7.34K
TWC
725
TD Waterhouse Canada
Ontario, Canada
$7.26K