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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
476
Coppell Advisory Solutions
Texas
$52.1K +$651 +14 +1%
APW
477
Atlantic Private Wealth
North Carolina
$47.9K
CPBTD
478
Central Pacific Bank - Trust Division
Hawaii
$47.9K
CWM
479
Compass Wealth Management
Connecticut
$47.9K
HIA
480
Harbor Investment Advisory
Maryland
$47.9K
MA
481
MCF Advisors
Kentucky
$47.9K
FFO
482
Fortitude Family Office
Arizona
$47.5K -$8.7K -187 -16%
HWA
483
Heritage Wealth Advisors
Virginia
$45.2K +$7.58K +163 +21%
CCM
484
Chilton Capital Management
Texas
$43.1K
QC
485
Quent Capital
New York
$40.5K
PA
486
PSI Advisors
Florida
$39.7K
EWA
487
EverSource Wealth Advisors
Alabama
$39.2K +$3.96K +85 +12%
WAG
488
Wiser Advisor Group
Arizona
$37.1K +$698 +15 +2%
CWM
489
Cedar Wealth Management
California
$36.1K -$18.2K -392 -34%
CIR
490
Clear Investment Research
Georgia
$33.5K
CA
491
Continuum Advisory
Idaho
$33.5K
TLA
492
Tanglewood Legacy Advisors
Texas
$33.3K
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.1K
HGERS
494
Householder Group Estate & Retirement Specialist
Arizona
$31K -$11.6K -250 -28%
VWA
495
VSM Wealth Advisory
Maryland
$30.7K +$29.8K +641 New
CT
496
Caldwell Trust
Florida
$30.4K
HIW
497
Holos Integrated Wealth
Pennsylvania
$30.2K +$29.3K +630 New
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$27K +$5.07K +109 +23%
FWM
499
FSA Wealth Management
Massachusetts
$25.5K
TCOV
500
Trust Company of Vermont
Vermont
$23.9K