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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Clearstead Trust
Maine
$5.62K -$744 -12 -13%
WB
502
Webster Bank
Connecticut
$5.48K
EWP
503
Elevation Wealth Partners
California
$5.42K +$3.41K +55 +239%
SC
504
SouthState Corp
Florida
$5.42K +$4.84K +78 New
HNW
505
High Note Wealth
Minnesota
$5.28K -$744 -12 -14%
1IA
506
1620 Investment Advisors
Massachusetts
$5.21K
Optiver Holding
507
Optiver Holding
Netherlands
$4.72K -$16.8K -271 -80%
TPCW
508
TD Private Client Wealth
New York
$4.72K +$620 +10 +17%
RF
509
Rossby Financial
Florida
$4.51K +$1.24K +20 +44%
SS
510
SBI Securities
Japan
$4.44K -$620 -10 -14%
RS
511
Rakuten Securities
Japan
$4.17K +$3.72K +60 New
CAL
512
Capital Advisors Ltd
Ohio
$4K
Jones Financial Companies
513
Jones Financial Companies
Missouri
$3.9K
RIAS
514
Rachor Investment Advisory Services
Michigan
$3.75K +$3.35K +54 New
SS
515
Sunbelt Securities
Texas
$3.4K +$434 +7 +17%
VCM
516
Versant Capital Management
Arizona
$3.26K -$13.8K -223 -83%
TFA
517
Transamerica Financial Advisors
Florida
$2.85K +$1.61K +26 +173%
S
518
Sachetta
Massachusetts
$2.78K
PWA
519
Physician Wealth Advisors
Utah
$2.78K +$1.05K +17 +74%
KG
520
Kilter Group
New York
$2.71K +$1.43K +23 +144%
BGAI
521
Bruce G. Allen Investments
Colorado
$2.43K
PWMG
522
Prestige Wealth Management Group
New Jersey
$2.29K
GSWM
523
Golden State Wealth Management
California
$2.22K +$1.98K +32 New
FFO
524
Fortitude Family Office
Arizona
$2.08K -$620 -10 -25%
CI
525
CX Institutional
Indiana
$2K +$1.49K +24 New