Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Activest Wealth Management
Florida
$7.19K -$5.79K -329 -38%
PP
377
PFS Partners
New Jersey
$7.03K – – –
SIC
378
SJS Investment Consulting
Ohio
$7.02K -$7.22K -410 -43%
SWM
379
Spire Wealth Management
Virginia
$6.97K -$5.12K -291 -35%
OW
380
Olistico Wealth
Oklahoma
$6.7K – – –
SC
381
SouthState Corp
Florida
$6.57K – – –
ACM
382
Anfield Capital Management
California
$6.56K +$8.8K +500 New
ADL
383
Asset Dedication LLC
California
$6.52K -$968 -55 -10%
BFS
384
Beacon Financial Strategies
North Carolina
$6.4K -$282 -16 -3%
HDIM
385
Hanson & Doremus Investment Management
Vermont
$6K +$4.59K +261 +155%
LI
386
LRI Investments
Florida
$5.73K – – –
DMKJ
387
David M. Knott Jr
$5.62K – – –
ITIM
388
Indiana Trust & Investment Management
Indiana
$5.6K – – –
DWA
389
Delos Wealth Advisors
Texas
$5.51K – – –
APW
390
Aventura Private Wealth
Florida
$5.5K +$352 +20 +5%
BWA
391
Basecamp Wealth Advisors
Washington
$5.46K +$7.32K +416 New
EB
392
Eastern Bank
Massachusetts
$5.44K -$1.13K -64 -13%
SN
393
Sittner & Nelson
Oregon
$5.16K – – –
RS
394
Rakuten Securities
Japan
$5.1K -$3.38K -192 -33%
SFAM
395
Sawyer Falduto Asset Management
Illinois
$5.08K – – –
MG
396
Mather Group
Illinois
$5.05K +$6.78K +385 New
GEA
397
Glen Eagle Advisors
New Jersey
$4.99K -$704 -40 -10%
HFM
398
Hartford Financial Management
Connecticut
$4.99K – – –
BWM
399
Bullock Wealth Management
Indiana
$4.93K – – –
BBHC
400
Brown Brothers Harriman & Co
New York
$4.78K -$7.11K -404 -53%