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Name Holding Trade Value Shares
Change
Change in
Stake
1IA
676
1620 Investment Advisors
Massachusetts
$10K
BC
677
Barrett & Company
Rhode Island
$10K
IAAG
678
Innovative Asset Advisors Group
Connecticut
$10K +$10.8K +50 New
HI
679
Harbour Investments
Wisconsin
$9.8K -$361K -1,677 -97%
BWA
680
Basecamp Wealth Advisors
Washington
$9.6K +$2.37K +11 +30%
NEWAS
681
N.E.W. Advisory Services
Wisconsin
$8.8K
JWA
682
JFS Wealth Advisors
Pennsylvania
$8.2K
TPWA
683
Twin Peaks Wealth Advisors
California
$8.2K +$8.82K +41 New
RS
684
Rakuten Securities
Japan
$8K +$8.61K +40 New
WPA
685
Wealth Preservation Advisors
Tennessee
$8K +$8.61K +40 New
S
686
Sachetta
Massachusetts
$7.8K -$2.8K -13 -25%
DWS
687
Dynamic Wealth Strategies
California
$7.2K
HHCP
688
Hilton Head Capital Partners
South Carolina
$7.2K +$7.75K +36 New
AUB
689
Atlantic Union Bankshares
Virginia
$7K -$1.08K -5 -13%
HPC
690
HM Payson & Co
Maine
$6.8K -$38.1K -177 -84%
FC
691
Fairscale Capital
New Hampshire
$6.8K
AT
692
Arlington Trust
Alabama
$6.8K +$7.32K +34 New
TPCW
693
TD Private Client Wealth
New York
$6.6K -$9.68K -45 -58%
TM
694
Torren Management
California
$6.6K
MNA
695
Manning & Napier Advisors
New York
$6.35K +$1.51K +7 +26%
WT
696
Whittier Trust
California
$6.35K +$6.67K +31 New
AIS
697
Advocate Investing Services
Maryland
$6.2K
RWS
698
Retirement Wealth Solutions
Wisconsin
$5.8K +$215 +1 +4%
MAM
699
Marquette Asset Management
Minnesota
$5.6K +$1.51K +7 +33%
FFO
700
Fortitude Family Office
Arizona
$5.4K +$2.15K +10 +59%