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Name Holding Trade Value Shares
Change
Change in
Stake
SMBT
501
Southern Michigan Bank & Trust
Michigan
$6.91K -$2.22K -17 -24%
CIAM
502
Caitong International Asset Management
Hong Kong
$6.28K +$130 +1 +2%
KFAS
503
Keating Financial Advisory Services
Kansas
$6.03K +$130 +1 +2%
RF
504
Rossby Financial
Florida
$5.91K -$2.87K -22 -32%
HNW
505
High Note Wealth
Minnesota
$5.66K +$2.35K +18 +67%
BIA
506
Bell Investment Advisors
California
$5.53K -$1.17K -9 -17%
MCM
507
MV Capital Management
Maryland
$5.03K +$3.26K +25 +167%
GFA
508
Godfrey Financial Associates
New York
$5.03K – – –
FAM
509
Fulcrum Asset Management
United Kingdom
$4.58K +$4.69K +36 New
GIA
510
GHP Investment Advisors
Colorado
$4.53K – – –
PWA
511
Physician Wealth Advisors
Utah
$4.53K +$3K +23 +177%
SC
512
SouthState Corp
Florida
$4.4K -$2.35K -18 -34%
PWMG
513
Private Wealth Management Group
New Jersey
$4.15K +$1.96K +15 +83%
BAM
514
Bellevue Asset Management
Washington
$4.15K +$4.3K +33 New
WT
515
Whittier Trust
California
$4.06K – – –
NWMP
516
Noble Wealth Management PBC
Colorado
$4.05K +$1.83K +14 +78%
S
517
Sachetta
Massachusetts
$3.77K -$261 -2 -6%
PCFFS
518
Pacific Center for Financial Services
California
$3.77K – – –
B
519
Bayban
Minnesota
$3.65K – – –
DRP
520
Decker Retirement Planning
Utah
$3.65K +$3.78K +29 New
HI
521
Horizon Investments
North Carolina
$3.52K -$3.65K -28 -50%
SWP
522
Strategic Wealth Partners
Ohio
$3.52K -$2.61K -20 -42%
QC
523
Quent Capital
New York
$3.52K +$261 +2 +8%
MWA
524
Medallion Wealth Advisors
Connecticut
$3.39K -$3K -23 -46%
GSWM
525
Golden State Wealth Management
California
$3.27K – – –