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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
676
Private Trust Company
Ohio
$26K -$650 -6 -3%
APFP
677
Action Point Financial Planning
Michigan
$25.8K +$25.1K +232 New
EDRH
678
Edmond de Rothschild Holding
Switzerland
$25.7K +$24.6K +227 New
LI
679
Louisbourg Investments
New Brunswick, Canada
$23.8K +$22.8K +210 New
NS
680
NBC Securities
Alabama
$23.3K
TM
681
Torren Management
California
$21.9K
CT
682
Clearstead Trust
Maine
$20.6K +$4.55K +42 +30%
GKIM
683
GW&K Investment Management
Massachusetts
$20K +$3.14K +29 +20%
RWM
684
Rialto Wealth Management
New York
$19.9K +$3.9K +36 +26%
QL
685
Quarry LP
New York
$18.7K +$17.9K +165 New
CFD
686
Creative Financial Designs
Indiana
$18.3K -$6.18K -57 -26%
MCM
687
Manchester Capital Management
Vermont
$17.4K
IAS
688
IMA Advisory Services
Colorado
$16.4K
MCM
689
MV Capital Management
Maryland
$16.3K +$217 +2 +1%
PWMG
690
Private Wealth Management Group
New Jersey
$16.1K
SGFG
691
Silver Grove Financial Group
New York
$15.7K +$15.1K +139 New
TC
692
Truvestments Capital
Florida
$14.5K
RDFA
693
Ritter Daniher Financial Advisory
Ohio
$14.2K
TFA
694
Transamerica Financial Advisors
Florida
$13.9K -$1.41K -13 -10%
HHGA
695
Halbert Hargrove Global Advisors
California
$13.8K
EWP
696
Elevation Wealth Partners
California
$13.8K +$12.7K +117 +2,340%
HNW
697
High Note Wealth
Minnesota
$12.9K +$3.14K +29 +34%
HFS
698
Horizon Financial Services
North Carolina
$12.7K -$5.74K -53 -32%
GBT
699
Grove Bank & Trust
Florida
$11.9K
CPG
700
Cornerstone Planning Group
New Jersey
$11.8K +$108 +1 +1%