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Name Holding Trade Value Shares
Change
Change in
Stake
WB
851
Webster Bank
Connecticut
$3.78K
MWPCG
852
Measured Wealth Private Client Group
New Hampshire
$3.78K +$3.48K +20 New
CW
853
Curio Wealth
Maryland
$3.59K
HWA
854
Heartwood Wealth Advisors
Virginia
$3.59K +$3.31K +19 New
EWP
855
Elevation Wealth Partners
California
$3.4K +$3.13K +18 New
RWS
856
Retirement Wealth Solutions
Wisconsin
$3.4K +$3.13K +18 New
AP
857
Aspect Partners
Virginia
$3.4K
CWP
858
Clark Wealth Partners
Illinois
$3.25K
S
859
Sachetta
Massachusetts
$2.83K
DPW
860
DiNuzzo Private Wealth
Pennsylvania
$2.71K
CYG
861
Clean Yield Group
Vermont
$2.65K
DF
862
Dunhill Financial
United Kingdom
$2.4K +$174 +1 +8%
CIAS
863
CBIZ Investment Advisory Services
Ohio
$2.27K
SAM
864
Strive Asset Management
Ohio
$2.27K +$2.09K +12 New
Kayne Anderson Rudnick Investment Management
865
Kayne Anderson Rudnick Investment Management
California
$2.08K
WPA
866
Wealth Preservation Advisors
Tennessee
$2.08K
HFM
867
Harvest Fund Management
China
$2K +$2.26K +13 New
SC
868
SouthState Corp
Florida
$1.89K -$2.96K -17 -63%
TIM
869
Tortoise Investment Management
New York
$1.89K +$522 +3 +43%
MAM
870
Marquette Asset Management
Minnesota
$1.89K +$1.74K +10 New
HIA
871
HFM Investment Advisors
New Jersey
$1.7K
BHWM
872
Bay Harbor Wealth Management
Maryland
$1.7K +$348 +2 +29%
GEA
873
Glen Eagle Advisors
New Jersey
$1.51K -$348 -2 -20%
WW
874
Winnow Wealth
Texas
$1.51K +$1.39K +8 New
SJIM
875
St. Johns Investment Management
Florida
$1.32K