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Name Holding Trade Value Shares
Change
Change in
Stake
TH
1301
TCTC Holdings
Texas
$11.3K – – –
GPI
1302
General Partner Inc
Pennsylvania
$11.1K – – –
A
1303
AlphaQuest
New York
$10.9K -$736K -8,850 -99%
CCA
1304
Criterion Capital Advisors
Tennessee
$10.7K – – –
MDA
1305
Minot DeBlois Advisors
Massachusetts
$10.5K +$10.7K +128 New
PWMG
1306
Prestige Wealth Management Group
New Jersey
$10.4K +$832 +10 +9%
Fidelity International
1307
Fidelity International
Bermuda
$10.3K -$4.45M -53,470 -100%
PSFG
1308
Park Square Financial Group
Georgia
$10.2K +$10.4K +125 New
FPB
1309
First PREMIER Bank
South Dakota
$10K – – –
VWA
1310
Valued Wealth Advisors
Utah
$10K +$3.58K +43 +54%
SWP
1311
SIMA Wealth Partners
Virginia
$9.99K – – –
FIM
1312
FWL Investment Management
Texas
$9.83K -$8.32K -100 -45%
MSWA
1313
Marshall & Sterling Wealth Advisors
New York
$9.74K +$9.9K +119 New
CFS
1314
CGC Financial Services
Oregon
$9.33K – – –
OPTFSNA
1315
Old Point Trust & Financial Services N A
Virginia
$9.01K – – –
WBC
1316
West Branch Capital
Massachusetts
$8.76K – – –
T
1317
Tidemark
California
$8.76K – – –
AWM
1318
Abound Wealth Management
Tennessee
$8.73K -$250 -3 -3%
HIW
1319
Holos Integrated Wealth
Pennsylvania
$8.68K +$8.82K +106 New
NFSG
1320
Newbridge Financial Services Group
Florida
$8.6K – – –
BC
1321
Broadwater Capital
Massachusetts
$8.43K +$83 +1 +1%
DF
1322
Dunhill Financial
United Kingdom
$8.32K +$3.25K +39 +62%
BWAM
1323
Boyd Watterson Asset Management
Ohio
$8.19K – – –
FGA
1324
Fortis Group Advisors
New Jersey
$8.19K – – –
CWM
1325
Crowley Wealth Management
Delaware
$8.19K +$8.32K +100 New