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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1151
West Branch Capital
Massachusetts
$6.36K
PP
1152
PFS Partners
New Jersey
$6.24K +$54 +1 +0.9%
CYG
1153
Clean Yield Group
Vermont
$6.19K +$5.79K +108 New
PMFA
1154
Plante Moran Financial Advisors
Michigan
$6.17K
TCOV
1155
Trust Company of Vermont
Vermont
$6.07K +$5.69K +106 New
AW
1156
Avion Wealth
Texas
$6K +$483 +9 +9%
PFG
1157
Peterson Financial Group
Iowa
$6K +$5.63K +105 New
WT
1158
Washington Trust
Rhode Island
$5.73K -$9.12K -170 -63%
AWM
1159
AllSquare Wealth Management
New York
$5.73K
PA
1160
Pineridge Advisors
Missouri
$5.47K +$697 +13 +16%
RWA
1161
Redmont Wealth Advisors
Illinois
$5.27K
CWC
1162
Carolinas Wealth Consulting
North Carolina
$5.04K +$805 +15 +21%
FMP
1163
Financial Management Professionals
Texas
$5K
CWM
1164
CarsonAllaria Wealth Management
Illinois
$4.68K
BC
1165
Barrett & Company
Rhode Island
$4.3K
B
1166
Birchbrook
Maine
$3.96K
CCM
1167
Copeland Capital Management
Pennsylvania
$3.95K +$3.7K +69 New
FFA
1168
Frazier Financial Advisors
Ohio
$3.9K -$18.2K -340 -83%
Capstone Investment Advisors
1169
Capstone Investment Advisors
New York
$3.84K -$925K -17,239 -100%
CAC
1170
Core Alternative Capital
Georgia
$3.78K
FAM
1171
Flaharty Asset Management
Florida
$3.55K +$3.33K +62 New
SIM
1172
Studio Investment Management
Illinois
$3.5K
AP
1173
Aspect Partners
Virginia
$3.09K
PCM
1174
Penserra Capital Management
California
$3K
RS
1175
Rakuten Securities
Japan
$2.87K