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Name Holding Trade Value Shares
Change
Change in
Stake
AS
776
Altshuler Shaham
Israel
$11.4K -$6.6K -22 -39%
LI
777
LRI Investments
Florida
$11.4K +$300 +1 +3%
LF
778
LifeSteps Financial
California
$11.4K +$10.2K +34 New
CFM
779
Cornerstone Financial Management
Massachusetts
$10.4K +$3.6K +12 +63%
DF
780
Downshift Financial
Colorado
$10.4K +$9.3K +31 New
CFM
781
Compass Financial Management
Florida
$10.3K +$8.1K +27 New
MSG
782
Main Street Group
Virginia
$10.1K
MAFA
783
MJT & Associates Financial Advisory
Minnesota
$9.74K -$600 -2 -6%
SGFG
784
Silver Grove Financial Group
New York
$9.4K +$8.4K +28 New
JWM
785
JPL Wealth Management
Colorado
$9.07K -$2.7K -9 -25%
BIA
786
Bell Investment Advisors
California
$9.07K +$1.2K +4 +17%
SEP
787
Signature Equity Partners
Ohio
$9.07K -$3.9K -13 -33%
AT
788
Arlington Trust
Alabama
$8.73K
SWM
789
SHP Wealth Management
Massachusetts
$8.73K +$1.2K +4 +18%
AP
790
Aspect Partners
Virginia
$8.4K -$1.8K -6 -19%
JWA
791
JFS Wealth Advisors
Pennsylvania
$8.4K +$2.1K +7 +39%
BBHC
792
Brown Brothers Harriman & Co
New York
$8.06K -$3.6K -12 -33%
CH
793
Cromwell Holdings
Wyoming
$8.06K +$3.3K +11 +85%
HWM
794
HighMark Wealth Management
Minnesota
$7.72K +$2.1K +7 +44%
NWMP
795
Noble Wealth Management PBC
Colorado
$7.39K
SIS
796
Strategic Investment Solutions
Illinois
$7.39K
CA
797
Continuum Advisory
Idaho
$7.39K +$6.6K +22 New
AWM
798
Activest Wealth Management
Florida
$7.05K -$3K -10 -32%
S
799
Sachetta
Massachusetts
$7.05K +$3.3K +11 +110%
DWM
800
Darwin Wealth Management
Florida
$6.38K -$2.7K -9 -32%