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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
726
International Assets Investment Management
Florida
$13.3K +$13.1K +135 New
PWMG
727
Prestige Wealth Management Group
New Jersey
$13K
BF
728
BOK Financial
Oklahoma
$12.8K +$12.6K +130 New
QL
729
Quarry LP
New York
$12.5K +$387 +4 +3%
Q1WB
730
Quest 10 Wealth Builders
Virginia
$12.5K +$12.3K +127 New
CAM
731
Close Asset Management
United Kingdom
$12K +$3.87K +40 +50%
CLOS
732
Compagnie Lombard Odier SCmA
Switzerland
$11.9K -$96.8K -1,000 -89%
MFP
733
Meramec Financial Planners
Missouri
$11.4K +$10.2K +105 New
BIA
734
Bell Investment Advisors
California
$11.2K
MCM
735
MV Capital Management
Maryland
$11.1K
SIC
736
SJS Investment Consulting
Ohio
$11.1K +$9.48K +98 +700%
TPCW
737
TD Private Client Wealth
New York
$11.1K +$5.71K +59 +111%
GSWM
738
Golden State Wealth Management
California
$10.5K +$10.3K +106 New
JWA
739
JFS Wealth Advisors
Pennsylvania
$10.2K +$3.77K +39 +61%
BBPWM
740
Blue Bell Private Wealth Management
Pennsylvania
$9.09K +$8.9K +92 New
W
741
WealthCollab
Washington
$8.69K +$4.64K +48 +120%
AW
742
Avion Wealth
Texas
$8K -$194 -2 -2%
GG
743
Gleason Group
Kentucky
$8K +$7.84K +81 New
AWA
744
Acumen Wealth Advisors
Tennessee
$7.71K +$7.55K +78 New
KFAS
745
Keating Financial Advisory Services
Kansas
$7.61K +$7.45K +77 New
TWC
746
TD Waterhouse Canada
Ontario, Canada
$7.61K +$7.45K +77 New
WW
747
Winnow Wealth
Texas
$7.52K
NA
748
Networth Advisors
Pennsylvania
$6.91K +$6.77K +70 New
HFM
749
Hartford Financial Management
Connecticut
$5.63K
FFO
750
Fortitude Family Office
Arizona
$5.63K +$387 +4 +8%