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Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Clearstead Advisors
Ohio
$85.2K -$54.4K -813 -38%
SWM
552
Spire Wealth Management
Virginia
$79.5K +$25K +374 +43%
S
553
SignatureFD
Georgia
$69.6K -$13.5K -201 -16%
SIM
554
Sentry Investment Management
Wisconsin
$69K +$42.7K +638 +148%
TWM
555
Tradition Wealth Management
Minnesota
$67K
HIA
556
Harbor Investment Advisory
Maryland
$64.4K -$2.88K -43 -4%
AT
557
Avalon Trust
New Mexico
$64.3K +$66.9K +1,000 New
WWP
558
WR Wealth Planners
Missouri
$63.6K +$66.3K +990 New
QCG
559
Quadrant Capital Group
Ohio
$61K +$1.14K +17 +2%
WTC
560
WhitTier Trust Company
Nevada
$55.1K
BCWM
561
Bartlett & Co Wealth Management
Ohio
$54.3K
BC
562
Bartlett & Co
Ohio
$54K
HCM
563
Hollencrest Capital Management
California
$50.1K -$803 -12 -2%
SPIA
564
Steward Partners Investment Advisory
New York
$45.4K -$48.3K -722 -51%
DGAM
565
Desjardins Global Asset Management
Quebec, Canada
$45K +$46.6K +697 New
AA
566
Alta Advisers
United Kingdom
$45K
EWP
567
Elevation Wealth Partners
California
$45K +$46.8K +700 New
PTC
568
Private Trust Company
Ohio
$43.6K
BAAM
569
Baker Avenue Asset Management
California
$39.8K -$937 -14 -2%
MHR
570
Matthew Hamilton Rosenberg
$38.7K
LC
571
Lindbrook Capital
California
$36.3K +$13.5K +201 +55%
Federated Hermes
572
Federated Hermes
Pennsylvania
$34.4K +$35.8K +535 New
VF
573
VitalStone Financial
Texas
$33K +$16.9K +252 New
SWM
574
Sugarloaf Wealth Management
Georgia
$32.1K
PAM
575
Paradigm Asset Management
New York
$31.8K