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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
501
Center for Financial Planning
Michigan
$3.23K
BC
502
Bartlett & Co
Ohio
$3K
QC
503
Quent Capital
New York
$2.73K
CT
504
Cambridge Trust
Massachusetts
$2.59K
CA
505
Clearstead Advisors
Ohio
$2.48K +$2.42K +153 New
SIC
506
SJS Investment Consulting
Ohio
$2.43K +$316 +20 +15%
CT
507
Colonial Trust
South Carolina
$2.3K +$2.29K +145 New
DI
508
Disciplined Investments
Oklahoma
$2.26K -$79 -5 -3%
ADL
509
Asset Dedication LLC
California
$2K
CAL
510
Capital Analysts LLC
Pennsylvania
$2K
CA
511
Centerpoint Advisors
Massachusetts
$2K +$1.74K +110 New
RWM
512
Raffa Wealth Management
District of Columbia
$1.94K
PPC
513
Park Place Capital
Alabama
$1.76K
AWM
514
Accel Wealth Management
Iowa
$1.71K
NSIM
515
North Star Investment Management
Illinois
$1.62K
OC
516
Oakworth Capital
Alabama
$1.62K
SS
517
Sunbelt Securities
Texas
$1.59K +$1.58K +100 New
PWMG
518
Prestige Wealth Management Group
New Jersey
$1.46K -$379 -24 -21%
MAWCM
519
Mine & Arao Wealth Creation & Management
California
$1.39K
IRC
520
Investors Research Corp
Georgia
$1.26K
WPA
521
West Paces Advisors
Georgia
$1.23K -$111 -7 -8%
GIA
522
GHP Investment Advisors
Colorado
$1.2K
DFCM
523
Dark Forest Capital Management
Puerto Rico
$1.03K +$1.01K +64 New
TFA
524
Transamerica Financial Advisors
Florida
$1K -$5.37K -340 -100%
VNA
525
Valley National Advisers
Pennsylvania
$1K