Name Holding Trade Value Shares
Change
Change in
Stake
VR
401
Vision Retirement
New Jersey
$4.76K -$123 -7 -2%
ECM
402
Estabrook Capital Management
New York
$4.7K – – –
DJSG
403
D.J. St. Germain
Massachusetts
$4.62K -$1.16K -66 -16%
MWPCG
404
Measured Wealth Private Client Group
New Hampshire
$4.59K -$43.1K -2,448 -87%
HFS
405
Hughes Financial Services
Virginia
$4.41K -$898 -51 -13%
SWA
406
SOA Wealth Advisors
New York
$4.41K – – –
EWM
407
Evermay Wealth Management
Virginia
$4.29K – – –
BIA
408
Bell Investment Advisors
California
$4.03K – – –
TLFA
409
True Link Financial Advisors
California
$3.99K +$5.35K +304 New
HIA
410
Harbor Investment Advisory
Maryland
$3.98K -$440 -25 -8%
BC
411
Barrett & Company
Rhode Island
$3.95K – – –
FMB
412
Field & Main Bank
Kentucky
$3.94K – – –
API
413
Asset Planning Inc
California
$3.92K – – –
AF
414
Advisornet Financial
Minnesota
$3.91K +$299 +17 +6%
W
415
WealthCollab
Washington
$3.9K +$4.17K +237 +395%
TLCM
416
Twin Lakes Capital Management
California
$3.88K – – –
WB
417
Webster Bank
Connecticut
$3.86K -$246 -14 -5%
PF
418
PlanVest Financial
Maryland
$3.84K +$5.16K +293 New
HNW
419
High Note Wealth
Minnesota
$3.82K +$5.12K +291 New
EF
420
Entrust Financial
Pennsylvania
$3.81K – – –
SS
421
Sunbelt Securities
Texas
$3.75K -$2.15K -122 -30%
FA
422
Financial Avengers
California
$3.66K – – –
GFA
423
Godfrey Financial Associates
New York
$3.65K – – –
HNB
424
Hilltop National Bank
Wyoming
$3.63K -$1.73K -98 -26%
GIA
425
GHP Investment Advisors
Colorado
$3.54K -$986 -56 -17%