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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
401
D.J. St. Germain
Massachusetts
$4.62K -$1.16K -66 -16%
MWPCG
402
Measured Wealth Private Client Group
New Hampshire
$4.59K -$43.1K -2,448 -87%
HFS
403
Hughes Financial Services
Virginia
$4.41K -$898 -51 -13%
SWA
404
SOA Wealth Advisors
New York
$4.41K
EWM
405
Evermay Wealth Management
Virginia
$4.29K
BIA
406
Bell Investment Advisors
California
$4.03K
TLFA
407
True Link Financial Advisors
California
$3.99K +$5.35K +304 New
HIA
408
Harbor Investment Advisory
Maryland
$3.98K -$440 -25 -8%
BC
409
Barrett & Company
Rhode Island
$3.95K
FMB
410
Field & Main Bank
Kentucky
$3.94K
API
411
Asset Planning Inc
California
$3.92K
AF
412
Advisornet Financial
Minnesota
$3.91K +$299 +17 +6%
W
413
WealthCollab
Washington
$3.9K +$4.17K +237 +395%
TLCM
414
Twin Lakes Capital Management
California
$3.88K
WB
415
Webster Bank
Connecticut
$3.86K -$246 -14 -5%
PF
416
PlanVest Financial
Maryland
$3.84K +$5.16K +293 New
HNW
417
High Note Wealth
Minnesota
$3.82K +$5.12K +291 New
EF
418
Entrust Financial
Pennsylvania
$3.81K
SS
419
Sunbelt Securities
Texas
$3.75K -$2.15K -122 -30%
FA
420
Financial Avengers
California
$3.66K
GFA
421
Godfrey Financial Associates
New York
$3.65K
HNB
422
Hilltop National Bank
Wyoming
$3.63K -$1.73K -98 -26%
GIA
423
GHP Investment Advisors
Colorado
$3.54K -$986 -56 -17%
EPIM
424
Evelyn Partners Investment Management
$3.54K
BH
425
Burk Holdings
Oklahoma
$3.52K +$4.72K +268 New