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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
951
RMG Wealth Management
Wisconsin
$6.38K
TWD
952
True Wealth Design
Ohio
$6.14K -$1.9K -7 -23%
HIW
953
Holos Integrated Wealth
Pennsylvania
$5.92K
CT
954
Clearstead Trust
Maine
$5.87K +$812 +3 +16%
BWL
955
Bogart Wealth LLC
Virginia
$5.73K +$2.17K +8 +62%
HI
956
Hoey Investments
Pennsylvania
$5.6K
CTC
957
Cetera Trust Company
Minnesota
$5.34K
FUBT
958
First United Bank & Trust
Maryland
$5.34K
USB
959
Union Savings Bank
Connecticut
$4.8K
BHWM
960
Bay Harbor Wealth Management
Maryland
$4.8K +$542 +2 +13%
TM
961
Torren Management
California
$4.6K -$68.8K -254 -94%
SA
962
SRH Advisors
Kansas
$4.54K
RWS
963
Retirement Wealth Solutions
Wisconsin
$4.47K
SEP
964
Signature Equity Partners
Ohio
$4.28K +$2.71K +10 +167%
BIA
965
Bell Investment Advisors
California
$4.27K -$271 -1 -6%
CFD
966
Creative Financial Designs
Indiana
$4.27K
FIM
967
FWL Investment Management
Texas
$4.27K +$4.33K +16 New
SIC
968
SJS Investment Consulting
Ohio
$4K +$812 +3 +25%
EB
969
Eastern Bank
Massachusetts
$4K
PMFA
970
Plante Moran Financial Advisors
Michigan
$4K +$4.06K +15 New
CCWM
971
Cassaday & Co Wealth Management
Virginia
$3.87K +$4.06K +15 New
CFG
972
Clayton Financial Group
Missouri
$3.74K
SSG
973
Summit Securities Group
New York
$3.73K -$29.2K -108 -89%
HNW
974
High Note Wealth
Minnesota
$3.73K
MEG
975
Millstone Evans Group
Colorado
$3.73K