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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K -$63 -13 -1%
PA
402
PSI Advisors
Florida
$4K -$63 -13 -1%
AWM
403
Accel Wealth Management
Iowa
$4K
CHA
404
Carmichael Hill & Associates
Maryland
$4K
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$4K
HI
406
Harbour Investments
Wisconsin
$4K
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
LJHT
408
Laurie J. Hall Trustee
$4K
PWMG
409
Prestige Wealth Management Group
New Jersey
$4K
TWA
410
TCI Wealth Advisors
Arizona
$4K
SIC
411
SJS Investment Consulting
Ohio
$4K +$4.86K +1,000 New
HFM
412
Harvest Fund Management
China
$4K +$4.98K +1,024 New
JEST
413
JTC Employer Solutions Trustee
Jersey
$3K
KFI
414
Key Financial Inc
Pennsylvania
$3K
LFG
415
Larson Financial Group
Missouri
$3K
NSIM
416
North Star Investment Management
Illinois
$3K
TSWM
417
Tyler-Stone Wealth Management
Ohio
$3K
BBHC
418
Brown Brothers Harriman & Co
New York
$3K +$1.46K +300 +94%
CG
419
Cutler Group
California
$3K +$3.71K +763 New
CFFP
420
Center for Financial Planning
Michigan
$3K +$3.86K +794 New
RWM
421
Raffa Wealth Management
District of Columbia
$2.1K
MFT
422
Moisand Fitzgerald Tamayo
Florida
$2K -$73 -15 -3%
BIA
423
Bell Investment Advisors
California
$2K
CCA
424
Column Capital Advisors
Indiana
$2K
CFO
425
CVA Family Office
Colorado
$2K