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Name Holding Trade Value Shares
Change
Change in
Stake
RA
601
Rise Advisors
New York
$8.99K
PPC
602
Park Place Capital
Alabama
$8.83K
AA
603
Addison Advisors
Vermont
$8.33K
CFFP
604
Center for Financial Planning
Michigan
$8.33K
GJIA
605
Glass Jacobson Investment Advisors
Maryland
$8.33K
PMFA
606
Plante Moran Financial Advisors
Michigan
$8.33K
RG
607
Retirement Group
California
$8.33K
GTAM
608
Global Trust Asset Management
Florida
$8.33K +$7K +100 New
CIA
609
Cape Investment Advisory
Georgia
$8.16K +$3.36K +48 +96%
PVH
610
Psagot Value Holdings
Israel
$8K +$769 +11 +14%
QL
611
Quarry LP
New York
$7.58K +$6.37K +91 New
Loomis, Sayles & Company
612
Loomis, Sayles & Company
Massachusetts
$7K -$2.8K -40 -31%
JWM
613
Janiczek Wealth Management
Colorado
$6.66K +$280 +4 +5%
BWP
614
Baldwin Wealth Partners
Massachusetts
$6.25K
GIA
615
GHP Investment Advisors
Colorado
$6.25K
FMP
616
Financial Management Professionals
Texas
$6K
GWSG
617
GPS Wealth Strategies Group
Colorado
$6K
HCM
618
Hollencrest Capital Management
California
$5.91K
CAC
619
Core Alternative Capital
Georgia
$5.58K -$1.19K -17 -20%
FFO
620
Fortitude Family Office
Arizona
$5.41K +$4.55K +65 New
CBT
621
Central Bank & Trust
Kentucky
$5.41K
HNB
622
Huntington National Bank
Ohio
$4.91K -$9.51K -136 -70%
JWA
623
JFS Wealth Advisors
Pennsylvania
$4.75K +$210 +3 +6%
HWM
624
HighMark Wealth Management
Minnesota
$4.58K
GI
625
Gradient Investments
Minnesota
$4.41K -$11.9K -170 -76%