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Name Holding Trade Value Shares
Change
Change in
Stake
OA
901
Operose Advisors
Wisconsin
$12.2K – – –
PPC
902
Park Place Capital
Alabama
$12K +$1.58K +15 +14%
DIP
903
DT Investment Partners
Pennsylvania
$11.7K – – –
RWM
904
Ruedi Wealth Management
Illinois
$11.7K – – –
WA
905
Whipplewood Advisors
Colorado
$11.1K +$1.43M +13,567 +16,749%
FW
906
Fairway Wealth
Ohio
$10.9K +$11.8K +112 New
FFA
907
Frazier Financial Advisors
Ohio
$10.8K – – –
CT
908
Clearstead Trust
Maine
$10.7K +$11.6K +110 New
ACM
909
Aster Capital Management
United Arab Emirates
$10.6K -$11.6K -110 -53%
JFA
910
JNBA Financial Advisors
Minnesota
$10.6K – – –
WPA
911
West Paces Advisors
Georgia
$10.4K – – –
CB
912
CNB Bank
Pennsylvania
$10.3K – – –
CT
913
Colonial Trust
South Carolina
$10.3K -$6.33K -60 -36%
CA
914
Continuum Advisory
Idaho
$10.1K +$2.85K +27 +35%
MSFP
915
Mark Sheptoff Financial Planning
Connecticut
$9.74K +$10.5K +100 New
QPBE
916
Quintet Private Bank (Europe)
Luxembourg
$8.37K +$9.07K +86 New
WT
917
Washington Trust
Rhode Island
$8.18K +$1.16K +11 +15%
IHWM
918
Iron Horse Wealth Management
Iowa
$8.18K +$2.53K +24 +40%
Q1WB
919
Quest 10 Wealth Builders
Virginia
$8.04K -$422 -4 -5%
MSWM
920
Mowery & Schoenfeld Wealth Management
Illinois
$7.82K -$1.16K -11 -12%
FMP
921
Financial Management Professionals
Texas
$7.79K +$738 +7 +10%
AWM
922
Abound Wealth Management
Tennessee
$7.42K -$2.11K -20 -21%
PSFG
923
Park Square Financial Group
Georgia
$7.3K – – –
HHGA
924
Halbert Hargrove Global Advisors
California
$7.01K -$7.38K -70 -49%
PWMG
925
Private Wealth Management Group
New Jersey
$7.01K – – –