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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1201
Colonial Trust Advisors
South Carolina
$18.1K
CT
1202
Clearstead Trust
Maine
$18K
CPBTD
1203
Central Pacific Bank - Trust Division
Hawaii
$18K +$18.1K +38 New
AWM
1204
Abound Wealth Management
Tennessee
$17.5K -$955 -2 -5%
T
1205
Transce3nd
Texas
$17K +$17.2K +36 New
MRP
1206
Measured Risk Portfolios
California
$16.1K +$16.2K +34 New
AWM
1207
Avior Wealth Management
Nebraska
$15.6K -$477 -1 -3%
FFO
1208
Fortitude Family Office
Arizona
$14.7K
RFG
1209
REAP Financial Group
Texas
$14.5K +$477 +1 +3%
SVCP
1210
Silicon Valley Capital Partners
California
$14.4K
SO
1211
Sierra Ocean
California
$13.7K +$13.8K +29 New
FLP
1212
Financial Life Planners
Arizona
$13.3K +$13.4K +28 New
MFT
1213
Moisand Fitzgerald Tamayo
Florida
$13.3K
RWM
1214
Raffa Wealth Management
District of Columbia
$13.3K
TSMHT
1215
Thurston Springer Miller Herd & Titak
Indiana
$13.3K
AP
1216
Aspect Partners
Virginia
$12.8K
GFPC
1217
Global Financial Private Client
Florida
$12.8K +$1.43K +3 +13%
MHR
1218
Matthew Hamilton Rosenberg
$12.3K
PPC
1219
Park Place Capital
Alabama
$12.3K
AT
1220
Avalon Trust
New Mexico
$11.8K
CWC
1221
Carolinas Wealth Consulting
North Carolina
$11.8K
LB
1222
Legacy Bridge
Iowa
$11.8K
KPP
1223
Kings Path Partners
Texas
$11.8K
LCM
1224
Logan Capital Management
Pennsylvania
$10.9K
HC
1225
Hurley Capital
New York
$10.1K +$9.54K +20 New