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Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Harbour Investments
Wisconsin
$6.43K +$3.86K +23 +177%
CWM
552
Copia Wealth Management
Oregon
$6.26K
MG
553
Mather Group
Illinois
$6.26K +$5.87K +35 New
PTC
554
Private Trust Company
Ohio
$6.17K
TFA
555
Transamerica Financial Advisors
Florida
$6.08K +$5.87K +35 New
DWA
556
Delos Wealth Advisors
Texas
$5.9K +$5.54K +33 New
PWA
557
Physician Wealth Advisors
Utah
$5.72K +$1.34K +8 +33%
MAM
558
Meeder Asset Management
Ohio
$5.36K
OC
559
Oakworth Capital
Alabama
$5.36K +$5.03K +30 New
STB
560
S&T Bank
Pennsylvania
$5.01K
VNA
561
Valley National Advisers
Pennsylvania
$5K +$4.7K +28 New
MA
562
Montag & Associates
Georgia
$4.99K
FFO
563
Fortitude Family Office
Arizona
$4.65K +$503 +3 +13%
SPF
564
South Plains Financial
Texas
$4.29K
FWM
565
FSA Wealth Management
Massachusetts
$4.11K
JWM
566
JPL Wealth Management
Colorado
$3.58K +$3.36K +20 New
MAM
567
Marquette Asset Management
Minnesota
$3.58K +$3.36K +20 New
CT
568
Coastline Trust
Rhode Island
$3.22K -$23.5K -140 -89%
AW
569
Avion Wealth
Texas
$3K
CCM
570
Cloud Capital Management
Washington
$3K +$2.85K +17 New
EWP
571
Elevation Wealth Partners
California
$2.86K +$2.68K +16 New
SC
572
SouthState Corp
Florida
$2.68K -$168 -1 -6%
BT
573
Banque Transatlantique
France
$2.68K
DPW
574
DiNuzzo Private Wealth
Pennsylvania
$2.55K
HI
575
Horizon Investments
North Carolina
$2.5K -$3.07M -18,326 -100%