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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
701
Strategic Wealth Partners
Ohio
$11.5K
BC
702
Barrett & Company
Rhode Island
$11.5K
GBT
703
Grove Bank & Trust
Florida
$11K -$2.29K -11 -19%
NEWAS
704
N.E.W. Advisory Services
Wisconsin
$10.1K +$9.18K +44 New
JWA
705
JFS Wealth Advisors
Pennsylvania
$9.39K +$2.5K +12 +41%
AUB
706
Atlantic Union Bankshares
Virginia
$9.16K +$1.88K +9 +29%
CFO
707
CVA Family Office
Colorado
$9.16K -$2.09K -10 -20%
M
708
MOTCO
Texas
$8.94K
QL
709
Quarry LP
New York
$8.48K -$129K -617 -94%
BWA
710
Basecamp Wealth Advisors
Washington
$8.48K +$7.72K +37 New
DWS
711
Dynamic Wealth Strategies
California
$8.25K
FC
712
Fairscale Capital
New Hampshire
$7.79K
TM
713
Torren Management
California
$7.56K +$6.88K +33 New
CPG
714
Cornerstone Planning Group
New Jersey
$7.55K -$209 -1 -3%
AIS
715
Advocate Investing Services
Maryland
$7.1K +$6.47K +31 New
RWS
716
Retirement Wealth Solutions
Wisconsin
$6.42K
SS
717
Sunbelt Securities
Texas
$6.42K +$1.04K +5 +22%
MNA
718
Manning & Napier Advisors
New York
$6.21K +$5.63K +27 New
HWP
719
Highline Wealth Partners
California
$5.5K
VNA
720
Valley National Advisers
Pennsylvania
$5K -$1.25K -6 -19%
MAM
721
Marquette Asset Management
Minnesota
$4.81K +$626 +3 +17%
CA
722
CoreCap Advisors
Michigan
$4.58K
HFM
723
Hartford Financial Management
Connecticut
$4.58K
HIA
724
HFM Investment Advisors
New Jersey
$4.58K +$3.75K +18 +900%
CT
725
Clearstead Trust
Maine
$4.12K -$1.25K -6 -25%