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Name Holding Trade Value Shares
Change 		Change in
Stake
W
676
WealthCollab
Washington
$12.4K – – –
CAL
677
Capital Advisors Ltd
Ohio
$12K +$1.18K +23 +12%
WT
678
Whittier Trust
California
$11.7K – – –
CT
679
Clearstead Trust
Maine
$11.4K +$872 +17 +9%
OCM
680
Osbon Capital Management
Massachusetts
$11.4K +$10.8K +211 New
MCM
681
Manchester Capital Management
Vermont
$11.3K -$40.6K -791 -79%
PWMG
682
Prestige Wealth Management Group
New Jersey
$11.2K -$7.75K -151 -42%
GA
683
GoalVest Advisory
New York
$11.1K +$10.5K +205 New
CPG
684
Cornerstone Planning Group
New Jersey
$11K +$7.64K +149 +710%
BIA
685
Bell Investment Advisors
California
$11K -$769 -15 -7%
SWA
686
SOA Wealth Advisors
New York
$10.8K – – –
GWSG
687
GPS Wealth Strategies Group
Colorado
$10.6K -$103 -2 -1%
CAL
688
Capital Analysts LLC
Pennsylvania
$10K – – –
FCG
689
Financial Connections Group
California
$10K – – –
AG
690
AmeriFlex Group
Nevada
$9.96K -$9.44K -184 -50%
TFA
691
Transamerica Financial Advisors
Florida
$9.69K -$4.67K -91 -34%
TFA
692
Toth Financial Advisory
Virginia
$9.37K +$3.75K +73 +73%
MAM
693
Morse Asset Management
Connecticut
$9.21K -$715K -13,941 -99%
KG
694
Kilter Group
New York
$9.1K +$410 +8 +5%
CCM
695
Chilton Capital Management
Texas
$8.83K +$513 +10 +7%
OP
696
ORG Partners
Indiana
$8.55K -$8.41K -164 -51%
JWA
697
JFS Wealth Advisors
Pennsylvania
$7.69K +$2.98K +58 +69%
SGK
698
Steigerwald Gordon & Koch
Virginia
$7.63K +$2.1K +41 +41%
MA
699
Montag & Associates
Georgia
$7.09K -$4.16K -81 -38%
GBT
700
Grove Bank & Trust
Florida
$7.04K – – –
26 27
28
29 30