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Name Holding Trade Value Shares
Change
Change in
Stake
CJ
601
Caitlin John
Michigan
$1.29K -$13.1K -500 -90%
NSIM
602
North Star Investment Management
Illinois
$1.04K +$1.13K +43 New
HFS
603
Hughes Financial Services
Virginia
$1.02K
CAL
604
Capital Advisors Ltd
Ohio
$1K
ACA
605
American Capital Advisory
Idaho
$996 -$262 -10 -20%
SC
606
SouthState Corp
Florida
$948
CFM
607
Cornerstone Financial Management
Massachusetts
$899
MCM
608
MV Capital Management
Maryland
$875 +$26 +1 +3%
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$874
TFM
610
TFC Financial Management
Massachusetts
$851 -$2.15K -82 -70%
PWMG
611
Private Wealth Management Group
New Jersey
$802
CIAM
612
Caitong International Asset Management
Hong Kong
$777 -$94.1K -3,598 -99%
HIA
613
HFM Investment Advisors
New Jersey
$777 -$105 -4 -11%
TCOT
614
Trust Company of Toledo
Ohio
$729 +$785 +30 New
FC
615
Financial Consulate
Maryland
$705
VWM
616
Vermillion Wealth Management
Minnesota
$680 +$732 +28 New
QWM
617
Quaker Wealth Management
New Jersey
$583
CCWM
618
Cassaday & Co Wealth Management
Virginia
$486 +$523 +20 New
PWA
619
Portus Wealth Advisors
North Carolina
$486 +$523 +20 New
BIA
620
Bell Investment Advisors
California
$462 +$497 +19 New
MFP
621
Meramec Financial Planners
Missouri
$375
WA
622
WestEnd Advisors
North Carolina
$364
TWM
623
TopTier Wealth Management
Wisconsin
$316 +$340 +13 New
NRG
624
Nemes Rush Group
Michigan
$267
CFD
625
Creative Financial Designs
Indiana
$243