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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
451
Close Asset Management
United Kingdom
$63K +$5.76K +150 +7%
IAAG
452
Innovative Asset Advisors Group
Connecticut
$61.3K +$81.6K +2,125 New
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$61.1K -$6.49K -169 -7%
Fidelity International
454
Fidelity International
Bermuda
$60.5K +$80.5K +2,097 New
GSWM
455
Golden State Wealth Management
California
$60.3K +$1.8K +47 +2%
ADL
456
Asset Dedication LLC
California
$59.7K +$74.7K +1,946 +1,557%
SSG
457
Summit Securities Group
New York
$58.4K +$77.7K +2,025 New
CIAM
458
Caitong International Asset Management
Hong Kong
$53.5K -$461 -12 -0.6%
RFP
459
Root Financial Partners
California
$49.7K +$12.3K +321 +23%
VR
460
Vision Retirement
New Jersey
$48.4K
WPWM
461
Western Pacific Wealth Management
Illinois
$47.8K +$38.4K +1,000 +152%
ATC
462
Adirondack Trust Company
New York
$47K +$42.9K +1,118 +218%
SAM
463
Smartleaf Asset Management
Massachusetts
$46.7K -$6.37K -166 -9%
MCM
464
Manchester Capital Management
Vermont
$40.4K -$1.92K -50 -3%
BTI
465
Blue Trust Inc
Georgia
$39.8K -$8.9K -232 -14%
SOADOR
466
State of Alaska Department of Revenue
Alaska
$39K
SS
467
Sunbelt Securities
Texas
$37.9K +$3.07K +80 +6%
BWL
468
Bogart Wealth LLC
Virginia
$36.7K +$9.6K +250 +24%
PTC
469
Private Trust Company
Ohio
$34.6K -$19.2K -500 -29%
VCM
470
Versant Capital Management
Arizona
$34.1K -$8.79K -229 -16%
SWM
471
Spire Wealth Management
Virginia
$34K -$14.4K -375 -24%
AG
472
AmeriFlex Group
Nevada
$33.3K +$3.84K +100 +9%
CL
473
CSS LLC
Illinois
$32.5K +$43.2K +1,126 New
CLOS
474
Compagnie Lombard Odier SCmA
Switzerland
$32.1K
MA
475
Montag & Associates
Georgia
$28.8K