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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
401
Cornerstone Planning Group
New Jersey
$9.42K +$9.78K +37 +3,700%
W
402
WealthCollab
Washington
$8.27K
WTA
403
Washington Trust Advisors
Massachusetts
$8.02K -$5.29K -20 -38%
HIIFS
404
Harel Insurance Investments & Financial Services
Israel
$6K -$1.85K -7 -21%
BIG
405
Brooklyn Investment Group
New York
$5.59K +$2.11K +8 +53%
TFGT
406
TS Financial Group (TSFG)
Illinois
$5K
MCM
407
MAI Capital Management
Ohio
$4.86K -$793 -3 -13%
WWM
408
Wolff Wiese Magana
California
$4.62K
FC
409
Fairscale Capital
New Hampshire
$3.65K
BAM
410
Bellevue Asset Management
Washington
$3.16K -$2.11K -8 -38%
WA
411
WPG Advisers
Maryland
$2.43K -$32.2K -122 -92%
WTC
412
WhitTier Trust Company
Nevada
$2.43K +$793 +3 +43%
RIL
413
Rothschild Investment LLC
Illinois
$2.19K +$1.32K +5 +125%
GKIM
414
GW&K Investment Management
Massachusetts
$2K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$1.95K +$2.11K +8 New
GWP
416
Gen-Wealth Partners
Michigan
$1.95K +$2.11K +8 New
BCMLT
417
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K
CFO
418
CVA Family Office
Colorado
$1.7K
SO
419
Sierra Ocean
California
$1.7K
GI
420
GAMMA Investing
California
$1.46K
AF
421
Advisornet Financial
Minnesota
$1.46K +$1.59K +6 New
HNB
422
Huntington National Bank
Ohio
$973
WA
423
Whipplewood Advisors
Colorado
$973 +$83.2K +315 +955%
AA
424
Addison Advisors
Vermont
$730
GSWM
425
Golden State Wealth Management
California
$729