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Name Holding Trade Value Shares
Change
Change in
Stake
HF
1751
Halpern Financial
Virginia
$39.8K – – –
NFSG
1752
Newbridge Financial Services Group
Florida
$39K +$7.79K +18 +27%
NC
1753
NewSquare Capital
Pennsylvania
$38.5K – – –
NRG
1754
Nemes Rush Group
Michigan
$38.4K – – –
TFM
1755
TFC Financial Management
Massachusetts
$38.1K +$866 +2 +3%
AA
1756
Addison Advisors
Vermont
$38.1K – – –
MIM
1757
Manitou Investment Management
Ontario, Canada
$38.1K – – –
GA
1758
GoalVest Advisory
New York
$37.1K -$2.17K -5 -6%
RS
1759
Rakuten Securities
Japan
$35.8K +$26K +60 +353%
CAL
1760
Capital Analysts LLC
Pennsylvania
$35K +$1.3K +3 +4%
VWA
1761
Valued Wealth Advisors
Utah
$33.9K +$10.4K +24 +49%
BWP
1762
Baldwin Wealth Partners
Massachusetts
$33.9K +$11.3K +26 +55%
SA
1763
Scarborough Advisors
Maryland
$33.4K – – –
DMKJ
1764
David M. Knott Jr
$33K – – –
AFS
1765
Annapolis Financial Services
Maryland
$32K – – –
TWP
1766
TFO Wealth Partners
Ohio
$32K – – –
CJ
1767
Caitlin John
Michigan
$31.6K -$433 -1 -1%
LWANC
1768
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.6K +$29.4K +68 New
VAG
1769
VisionPoint Advisory Group
Texas
$30.6K – – –
FPF
1770
First Pacific Financial
Washington
$30.2K +$28.1K +65 New
BSB
1771
Bangor Savings Bank
Maine
$28.8K – – –
CCA
1772
Criterion Capital Advisors
Tennessee
$28.8K +$1.73K +4 +7%
FAM
1773
Fred Alger Management
New York
$28.3K – – –
MA
1774
Montag & Associates
Georgia
$27.9K -$19.9K -46 -43%
W
1775
WealthCollab
Washington
$27.9K -$11.7K -27 -31%