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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
MorganRosel Wealth Management
Colorado
$10.3K +$10.2K +240 New
TC
502
Tacita Capital
Ontario, Canada
$10.2K
BBHC
503
Brown Brothers Harriman & Co
New York
$9.42K
BGAI
504
Bruce G. Allen Investments
Colorado
$9.24K +$854 +20 +10%
HWM
505
Hemington Wealth Management
Virginia
$9K +$3.25K +76 +53%
SWM
506
Spire Wealth Management
Virginia
$8.99K -$43 -1 -0.5%
WTC
507
WhitTier Trust Company
Nevada
$8.81K
IA
508
IFP Advisors
Florida
$8.7K -$10.2K -240 -54%
JWA
509
JFS Wealth Advisors
Pennsylvania
$8.69K -$299 -7 -3%
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$7.92K +$3.63K +85 +85%
PWMG
511
Private Wealth Management Group
New Jersey
$7.45K
HNB
512
Huntington National Bank
Ohio
$6.76K -$128 -3 -2%
RWS
513
Retirement Wealth Solutions
Wisconsin
$5.74K +$5.72K +134 New
FHA
514
First Horizon Advisors
Tennessee
$4.96K +$128 +3 +3%
CPG
515
Cornerstone Planning Group
New Jersey
$4.85K +$6.15K +144 New
SIC
516
Salem Investment Counselors
North Carolina
$4.75K
APW
517
Aventura Private Wealth
Florida
$4.54K
AssetMark Inc
518
AssetMark Inc
California
$4.38K +$811 +19 +23%
SCB
519
Saudi Central Bank
Saudi Arabia
$4.37K +$4.36K +102 New
FWM
520
FSA Wealth Management
Massachusetts
$4.36K +$43 +1 +1%
MCM
521
Manchester Capital Management
Vermont
$4.28K +$4.27K +100 New
PWAM
522
Private Wealth Asset Management
Iowa
$4.28K +$4.27K +100 New
PTC
523
Private Trust Company
Ohio
$3.85K
BL
524
BFSG LLC
California
$3.81K
WA
525
Whipplewood Advisors
Colorado
$3.72K -$982 -23 -26%