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Name Holding Trade Value Shares
Change
Change in
Stake
EB
1001
Eastern Bank
Massachusetts
$11.1K +$1.26K +14 +14%
CAIM
1002
Catherine Avery Investment Management
Florida
$10.9K
SIC
1003
SJS Investment Consulting
Ohio
$10.7K +$8.18K +91 +479%
MAM
1004
Meeder Asset Management
Ohio
$10.3K +$9.53K +106 New
BFM
1005
Brooklands Fund Management
United Kingdom
$10.2K +$9.44K +105 New
NIG
1006
NFJ Investment Group
Texas
$10K
VNA
1007
Valley National Advisers
Pennsylvania
$10K
FFL
1008
Financial Freedom LLC
Ohio
$9.99K
1NWS
1009
1 North Wealth Services
Maryland
$9.91K
SWP
1010
Strategic Wealth Partners
Ohio
$9.91K
YDMI
1011
Y.D. More Investments
Israel
$9.81K -$450 -5 -1%
HHMI
1012
Howard Hughes Medical Institute
Maryland
$9.42K
PMFA
1013
Plante Moran Financial Advisors
Michigan
$9.32K
RTL
1014
Red Tortoise LLC
Georgia
$9.03K
AF
1015
Align Financial
Minnesota
$9.03K +$812K +9,033 New
AW
1016
Avion Wealth
Texas
$9K
KG
1017
Kilter Group
New York
$8.55K
HNW
1018
High Note Wealth
Minnesota
$8.26K +$270 +3 +4%
OAJ
1019
Ogorek Anthony Joseph
New York
$8K +$2.34K +26 +46%
PJC
1020
Phillip James Consulting
Minnesota
$8K +$7.28K +81 New
CRI
1021
Commonwealth Retirement Investments
Virginia
$7.38K +$6.83K +76 New
LWANC
1022
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.38K +$6.83K +76 New
CWA
1023
Carolina Wealth Advisors
South Carolina
$7.19K
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$7K
VWWMG
1025
Vermillion & White Wealth Management Group
Pennsylvania
$6.99K