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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1001
BOK Financial Private Wealth
Colorado
$6.59K +$6.09K +275 New
FCAS
1002
First Command Advisory Services
Texas
$6.55K +$6.04K +273 New
DF
1003
Dunhill Financial
United Kingdom
$6.44K +$1.31K +59 +28%
CT
1004
Clearstead Trust
Maine
$6.4K +$5.91K +267 New
BLC
1005
Brown, Lisle/Cummings
Rhode Island
$6.38K +$5.89K +266 New
CPG
1006
Cornerstone Planning Group
New Jersey
$6.31K +$2.1K +95 +53%
MAM
1007
Meeder Asset Management
Ohio
$6.14K -$2.33K -105 -29%
MLA
1008
MB, Levis & Associates
Pennsylvania
$6.07K +$44 +2 +0.8%
WBC
1009
West Branch Capital
Massachusetts
$6.03K +$4.76K +215 +597%
FMP
1010
Financial Management Professionals
Texas
$5.92K +$1.82K +82 +50%
GWSG
1011
GPS Wealth Strategies Group
Colorado
$5.8K +$376 +17 +8%
CAWM
1012
Capital A Wealth Management
Pennsylvania
$5.56K +$487 +22 +10%
RS
1013
Rakuten Securities
Japan
$5.23K +$399 +18 +9%
OAJ
1014
Ogorek Anthony Joseph
New York
$5K +$4.92K +222 New
HHGA
1015
Halbert Hargrove Global Advisors
California
$4.9K +$4.52K +204 New
EPIMS
1016
Evelyn Partners Investment Management Services
$4.41K – – –
PCM
1017
Penserra Capital Management
California
$4K -$107K -4,845 -97%
CMP
1018
Coston McIsaac & Partners
Maine
$4K – – –
WTC
1019
WhitTier Trust Company
Nevada
$3.93K +$3.63K +164 New
TWD
1020
True Wealth Design
Ohio
$3.88K +$2.26K +102 +170%
WPA
1021
West Paces Advisors
Georgia
$3.69K – – –
USB
1022
Union Savings Bank
Connecticut
$3.62K +$3.34K +151 New
WPA
1023
Wealth Preservation Advisors
Tennessee
$3.6K +$3.32K +150 New
BWM
1024
Bernard Wealth Management
Michigan
$3.14K +$2.9K +131 New
NRG
1025
Nemes Rush Group
Michigan
$3.12K – – –