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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
376
Creative Financial Designs
Indiana
$3.66K – – –
CSB
377
City State Bank
Iowa
$3.6K – – –
SS
378
SBI Securities
Japan
$3.43K +$2.05K +38 +181%
SC
379
SouthState Corp
Florida
$3.2K -$270 -5 -8%
MCM
380
MV Capital Management
Maryland
$3.2K – – –
BONH
381
Bank of New Hampshire
New Hampshire
$3.2K – – –
RFP
382
Root Financial Partners
California
$3.08K +$2.86K +53 New
TCOV
383
Trust Company of Vermont
Vermont
$2.91K – – –
MA
384
MCF Advisors
Kentucky
$2.67K – – –
B
385
Birchbrook
Maine
$2.56K – – –
PWA
386
Physician Wealth Advisors
Utah
$2.5K – – –
CFO
387
CVA Family Office
Colorado
$2.44K – – –
LCM
388
Logan Capital Management
Pennsylvania
$2.33K – – –
BFS
389
Bare Financial Services
Pennsylvania
$2.21K – – –
EAM
390
Eukles Asset Management
Ohio
$2.21K – – –
GRP
391
Global Retirement Partners
California
$2.04K – – –
HHGA
392
Halbert Hargrove Global Advisors
California
$2.04K +$1.89K +35 New
AW
393
Avion Wealth
Texas
$2K -$701 -13 -20%
CI
394
CX Institutional
Indiana
$2K +$1.62K +30 New
PWMG
395
Prestige Wealth Management Group
New Jersey
$1.98K – – –
S
396
Sachetta
Massachusetts
$1.98K – – –
HFS
397
Hughes Financial Services
Virginia
$1.81K – – –
GFWA
398
Grey Fox Wealth Advisors
Delaware
$1.74K +$1.62K +30 New
LI
399
LRI Investments
Florida
$1.67K – – –
BTI
400
Blue Trust Inc
Georgia
$1.63K – – –