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Name Holding Trade Value Shares
Change
Change in
Stake
AI
726
AXS Investments
New York
$113K +$104K +600 New
HPC
727
HM Payson & Co
Maine
$108K -$17.4K -100 -15%
BL
728
BFSG LLC
California
$108K -$6.09K -35 -6%
CB
729
Community Bank
New York
$108K +$99.2K +570 New
SWM
730
Spire Wealth Management
Virginia
$105K +$3.65K +21 +4%
CWIG
731
Chung Wu Investment Group
Texas
$104K
DMBA
732
Deseret Mutual Benefit Administrators
Utah
$101K -$19.8K -114 -18%
GSWM
733
Golden State Wealth Management
California
$101K
IBOK
734
Independence Bank of Kentucky
Kentucky
$97.7K
CTA
735
Colonial Trust Advisors
South Carolina
$95.6K +$38.3K +220 +77%
QC
736
Quent Capital
New York
$88.2K +$81.3K +467 New
FC
737
Financial Consulate
Maryland
$86.8K +$79.9K +459 New
RFS
738
Richardson Financial Services
Massachusetts
$86.2K +$26.1K +150 +49%
MPWT
739
MassMutual Private Wealth & Trust
Connecticut
$81.4K -$522 -3 -0.7%
CH
740
Cromwell Holdings
Wyoming
$80.7K
HCM
741
Hollencrest Capital Management
California
$77.5K
HNB
742
Huntington National Bank
Ohio
$76K -$40K -230 -36%
NEWAS
743
N.E.W. Advisory Services
Wisconsin
$75.6K
VFM
744
Vision Financial Markets
Connecticut
$74.5K
PFBT
745
Parkside Financial Bank & Trust
Missouri
$74.3K +$348 +2 +0.5%
SS
746
SBI Securities
Japan
$69.7K +$4.35K +25 +7%
OL
747
OneFund LLC
Florida
$68.6K +$1.74K +10 +3%
W
748
WealthCollab
Washington
$67.1K +$61.8K +355 New
CPG
749
Cornerstone Planning Group
New Jersey
$65.4K +$43.9K +252 +277%
TWD
750
True Wealth Design
Ohio
$64.8K +$24.9K +143 +72%