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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
526
CGC Financial Services
Oregon
$945 -$18 -1 -1%
Fideuram - Intesa Sanpaolo Private Banking
527
Fideuram - Intesa Sanpaolo Private Banking
$945 – – –
Aviso Financial
528
Aviso Financial
Ontario, Canada
$944 – – –
HWP
529
Highline Wealth Partners
California
$932 +$1.25K +71 New
AP
530
Aspect Partners
Virginia
$918 – – –
TCOT
531
Trust Company of Toledo
Ohio
$918 – – –
MDA
532
Minot DeBlois Advisors
Massachusetts
$905 – – –
MWM
533
Mosley Wealth Management
California
$901 +$528 +30 New
BCM
534
Boreal Capital Management
Florida
$879 – – –
CIAM
535
Caitong International Asset Management
Hong Kong
$866 +$1.16K +66 New
TFA
536
Transamerica Financial Advisors
Florida
$852 +$1.14K +65 New
MCM
537
MV Capital Management
Maryland
$840 +$370 +21 +49%
MAS
538
MPWM Advisory Solutions
Georgia
$826 – – –
RFS
539
Richardson Financial Services
Massachusetts
$800 – – –
Bogart Wealth LLC
540
Bogart Wealth LLC
Virginia
$800 +$387 +22 +56%
LWM
541
Lodestone Wealth Management
Washington
$787 -$352 -20 -25%
NS
542
NBC Securities
Alabama
$774 -$757 -43 -42%
AIM
543
Anchor Investment Management
South Carolina
$774 – – –
MFP
544
Meramec Financial Planners
Missouri
$762 -$18 -1 -2%
PWA
545
Principia Wealth Advisory
Texas
$761 +$1.02K +58 New
BWAM
546
Boyd Watterson Asset Management
Ohio
$748 – – –
BHWM
547
Beaird Harris Wealth Management
Texas
$735 – – –
BIAS
548
Beacon Investment Advisory Services
New Jersey
$709 +$951 +54 New
PB
549
Pinnacle Bancorp
Nebraska
$695 – – –
TM
550
Torren Management
California
$682 -$14.2K -805 -94%