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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
351
True Wealth Design
Ohio
$2.06K -$1.09K -26 -30%
RA
352
Ransom Advisory
Rhode Island
$1.79K – – –
AssetMark Inc
353
AssetMark Inc
California
$1.7K -$3.93K -94 -65%
MCM
354
MV Capital Management
Maryland
$1.66K +$2.05K +49 New
JWA
355
JFS Wealth Advisors
Pennsylvania
$1.59K -$2.46K -59 -56%
SFGP
356
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.59K +$1.96K +47 New
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$1.55K +$919 +22 +92%
BIA
358
Bell Investment Advisors
California
$1.42K -$2.63K -63 -60%
PA
359
PSI Advisors
Florida
$1.3K – – –
CAM
360
Creekmur Asset Management
Illinois
$1.23K – – –
CIA
361
Cape Investment Advisory
Georgia
$1.22K – – –
BWM
362
Bullock Wealth Management
Indiana
$1.22K +$1.5K +36 New
FWA
363
FSC Wealth Advisors
New York
$1.18K – – –
SS
364
SBI Securities
Japan
$1.05K +$1.29K +31 New
HWM
365
Hemington Wealth Management
Virginia
$1K -$251 -6 -10%
BFP
366
Briaud Financial Planning
Texas
$1K – – –
FHA
367
First Horizon Advisors
Tennessee
$831 -$251 -6 -20%
Optiver Holding
368
Optiver Holding
Netherlands
$676 -$16.5K -396 -95%
WT
369
Washington Trust
Rhode Island
$676 – – –
CSWM
370
Cassady Schiller Wealth Management
Ohio
$642 +$794 +19 New
AAP
371
Arax Advisory Partners
Colorado
$609 -$51.2K -1,226 -99%
RTC
372
Riverview Trust Company
Washington
$608 +$752 +18 New
VCM
373
Versant Capital Management
Arizona
$541 – – –
PWA
374
Provenance Wealth Advisors
Florida
$473 – – –
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$406 -$84 -2 -14%