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Name Holding Trade Value Shares
Change
Change in
Stake
W
401
WealthCollab
Washington
$2.57K -$1.74K -107 -39%
CFO
402
CVA Family Office
Colorado
$2.43K
CTC
403
Central Trust Company
Missouri
$2.38K
CPG
404
Cornerstone Planning Group
New Jersey
$2.32K -$309 -19 -12%
SS
405
Sunbelt Securities
Texas
$2.27K
DWM
406
Darwin Wealth Management
Florida
$2.15K +$2.23K +137 New
HWM
407
HighMark Wealth Management
Minnesota
$2.12K -$1.09K -67 -33%
CA
408
Clearstead Advisors
Ohio
$2.08K +$2.16K +133 New
CYG
409
Clean Yield Group
Vermont
$2.07K
SIC
410
Salem Investment Counselors
North Carolina
$2.02K
TSMHT
411
Thurston Springer Miller Herd & Titak
Indiana
$1.91K -$34.5K -2,124 -95%
CWC
412
Carolinas Wealth Consulting
North Carolina
$1.82K +$16 +1 +0.9%
TCM
413
TD Capital Management
Tennessee
$1.74K +$1.8K +111 New
T
414
Transce3nd
Texas
$1.74K +$1.8K +111 New
SWC
415
Spectrum Wealth Counsel
Indiana
$1.57K
FFA
416
Frazier Financial Advisors
Ohio
$962 +$455 +28 +85%
HI
417
Horizon Investments
North Carolina
$868 -$98 -6 -10%
AWM
418
Abound Wealth Management
Tennessee
$737
CFB
419
Cullen/Frost Bankers
Texas
$642 -$15.7K -966 -96%
AA
420
Addison Advisors
Vermont
$580
TIM
421
Tortoise Investment Management
New York
$423
LFG
422
Larson Financial Group
Missouri
$392
DRP
423
Decker Retirement Planning
Utah
$298 +$309 +19 New
MFG
424
Mendota Financial Group
Wisconsin
$48 -$1.17K -72 -96%
T. Rowe Price Associates
425
T. Rowe Price Associates
Maryland
-$13.5M -741,527 Closed