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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
676
Cornerstone Financial Management
Massachusetts
$2.57K +$607 +3 +30%
KAM
677
KEB Asset Management
Illinois
$2.57K +$2.63K +13 New
AFG
678
Albion Financial Group
Utah
$2.18K
AW
679
Avion Wealth
Texas
$2K
MWA
680
Medallion Wealth Advisors
Connecticut
$1.98K
STB
681
S&T Bank
Pennsylvania
$1.98K
TF
682
Tompkins Financial
New York
$1.98K
HIA
683
HFM Investment Advisors
New Jersey
$1.98K +$607 +3 +43%
MB
684
MidFirst Bank
Oklahoma
$1.98K
CA
685
Crewe Advisors
Utah
$1.58K
SFCL
686
Strengthening Families & Communities LLC
Massachusetts
$1.58K +$1.62K +8 New
TAP
687
Tounjian Advisory Partners
Florida
$1.44K +$1.42K +7 New
TM
688
Torren Management
California
$1.41K
ACA
689
American Capital Advisory
Idaho
$1.39K
DF
690
DecisionPoint Financial
Arizona
$1.32K +$404 +2 +40%
RWM
691
Raffa Wealth Management
District of Columbia
$1.19K +$1.01K +5 +500%
MHR
692
Matthew Hamilton Rosenberg
$989
S
693
Sachetta
Massachusetts
$989
CIAM
694
Caitong International Asset Management
Hong Kong
$989 +$809 +4 +400%
LI
695
LRI Investments
Florida
$989 +$1.01K +5 New
LCM
696
Logan Capital Management
Pennsylvania
$791 +$809 +4 New
FMP
697
Financial Management Professionals
Texas
$594
JFA
698
JNBA Financial Advisors
Minnesota
$594 +$607 +3 New
BWL
699
Bogart Wealth LLC
Virginia
$593 -$404 -2 -40%
DCM
700
Davis Capital Management
Florida
$593 +$607 +3 New