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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
676
West Branch Capital
Massachusetts
$213 +$217 +8 New
FP
677
Financial Perspectives
Minnesota
$212 – – –
QA
678
Quattro Advisors
Pennsylvania
$186 +$190 +7 New
FHC
679
First Horizon Corporation
Tennessee
$159 -$1.19K -44 -88%
SFCL
680
Strengthening Families & Communities LLC
Massachusetts
$159 -$27 -1 -14%
HWM
681
HighMark Wealth Management
Minnesota
$159 – – –
SIS
682
Strategic Investment Solutions
Illinois
$159 – – –
TC
683
Trust Company
Kansas
$159 +$163 +6 New
DF
684
Dunhill Financial
United Kingdom
$146 +$136 +5 New
CT
685
Colonial Trust
South Carolina
$133 – – –
MSFP
686
Mark Sheptoff Financial Planning
Connecticut
$133 – – –
MFC
687
Mechanics Financial Corp
Ohio
$133 – – –
ACA
688
American Capital Advisory
Idaho
$80 – – –
FC
689
Fairscale Capital
New Hampshire
$80 – – –
RWM
690
Raffa Wealth Management
District of Columbia
$80 – – –
YAL
691
Your Advocates Ltd
Texas
$80 – – –
SEP
692
Signature Equity Partners
Ohio
$80 +$81 +3 New
HIA
693
HFM Investment Advisors
New Jersey
$54 -$190 -7 -78%
HWA
694
HHM Wealth Advisors
Tennessee
$54 – – –
CJ
695
Caitlin John
Michigan
$53 – – –
T
696
Tidemark
California
$53 +$54 +2 New
TCM
697
Tradewinds Capital Management
Washington
$27 -$2.71K -100 -99%
GTAM
698
Global Trust Asset Management
Florida
$27 – – –
VWA
699
Valued Wealth Advisors
Utah
$27 – – –
WIM
700
Westside Investment Management
California
$27 – – –