Name Holding Trade Value Shares
Change
Change in
Stake
TWD
476
True Wealth Design
Ohio
$32.7K -$3.74K -24 -10%
PA
477
Parallel Advisors
California
$31.1K +$4.52K +29 +16%
SMBT
478
Southern Michigan Bank & Trust
Michigan
$29.4K +$31.2K +200 New
TVWM
479
Tower View Wealth Management
Wisconsin
$29.4K +$31.2K +200 New
BWA
480
Basecamp Wealth Advisors
Washington
$25.6K -$312 -2 -1%
AA
481
Ancora Advisors
Ohio
$25.6K – – –
HIMS
482
Hager Investment Management Services
New Hampshire
$24.9K -$7.33K -47 -22%
MWC
483
MBM Wealth Consultants
Missouri
$22.1K +$23.4K +150 New
ST
484
Smithfield Trust
Pennsylvania
$22K – – –
DWP
485
Destiny Wealth Partners
Florida
$21.3K +$22.6K +145 New
POIA
486
Pin Oak Investment Advisors
Texas
$21K -$1.71K -11 -7%
HNB
487
Huntington National Bank
Ohio
$18.1K -$935 -6 -5%
BSB
488
Bangor Savings Bank
Maine
$18.1K – – –
BGAI
489
Bruce G. Allen Investments
Colorado
$18K +$19K +122 New
PFBT
490
Parkside Financial Bank & Trust
Missouri
$17.5K – – –
FP
491
Financial Perspectives
Minnesota
$17.3K +$156 +1 +0.9%
PTC
492
Private Trust Company
Ohio
$16.2K – – –
GSWM
493
Golden State Wealth Management
California
$16.1K +$156 +1 +0.9%
CA
494
CoreCap Advisors
Michigan
$15K +$156 +1 +1%
SIC
495
SJS Investment Consulting
Ohio
$14.9K +$2.81K +18 +22%
OWP
496
ORG Wealth Partners
Texas
$14.7K +$15.6K +100 New
CFO
497
CVA Family Office
Colorado
$14K +$14K +90 +1,800%
FFO
498
Fortitude Family Office
Arizona
$13.8K +$1.4K +9 +11%
S
499
Sachetta
Massachusetts
$13.7K – – –
OCWP
500
Owl Creek Wealth Partners
Colorado
$12.5K +$13.2K +85 New