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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$2.78K +$163 +21 +7%
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$2.6K +$2.33K +300 New
RIL
203
Rothschild Investment LLC
Illinois
$2.51K -$311 -40 -12%
AssetMark Inc
204
AssetMark Inc
California
$2.1K +$1.88K +242 New
SN
205
Sittner & Nelson
Oregon
$1.93K
HNB
206
Hilltop National Bank
Wyoming
$1.8K
APW
207
Aventura Private Wealth
Florida
$1.73K
CTB
208
Country Trust Bank
Illinois
$1.73K
SS
209
Sunbelt Securities
Texas
$1.73K +$1.56K +200 New
MCA
210
Maryland Capital Advisors
Maryland
$1.5K
PFBT
211
Parkside Financial Bank & Trust
Missouri
$1.31K +$568 +73 +94%
GFWA
212
Grey Fox Wealth Advisors
Delaware
$1.3K +$1.17K +150 New
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$1.28K +$1.15K +148 New
FPF
214
First Pacific Financial
Washington
$1.27K
CA
215
CoreCap Advisors
Michigan
$1.24K
IBOK
216
Independence Bank of Kentucky
Kentucky
$1.23K
DWS
217
Dynamic Wealth Strategies
California
$1.04K
BT
218
Banque Transatlantique
France
$1.04K
PS
219
PayPay Securities
Japan
$1.02K +$506 +65 +123%
PWA
220
Physician Wealth Advisors
Utah
$894
GRP
221
Global Retirement Partners
California
$884 -$8 -1 -1%
Comerica Bank
222
Comerica Bank
Texas
$876 +$786 +101 New
AWM
223
Activest Wealth Management
Florida
$867
LI
224
LRI Investments
Florida
$867
RWM
225
Rialto Wealth Management
New York
$867 +$778 +100 New