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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
701
Hemington Wealth Management
Virginia
$28K +$4.46K +123 +16%
NEWAS
702
N.E.W. Advisory Services
Wisconsin
$27.5K +$25.9K +713 +506%
TWD
703
True Wealth Design
Ohio
$27.2K +$5.88K +162 +24%
AW
704
Avion Wealth
Texas
$27K -$254 -7 -0.8%
LFG
705
Larson Financial Group
Missouri
$26.4K -$9.5K -262 -24%
PTC
706
Private Trust Company
Ohio
$26.3K +$5.58K +154 +23%
WTA
707
Washington Trust Advisors
Massachusetts
$26.2K
PH
708
Pinnacle Holdings
Oklahoma
$25.7K -$7.25K -200 -20%
GLF
709
Groupe la Francaise
France
$25.5K -$3.51M -96,731 -99%
HNB
710
Huntington National Bank
Ohio
$22.8K
BIA
711
Bell Investment Advisors
California
$21.8K -$5.19K -143 -17%
BBHC
712
Brown Brothers Harriman & Co
New York
$21.2K +$2.54K +70 +12%
RFP
713
Root Financial Partners
California
$21.1K +$23.8K +657 New
W
714
WealthCollab
Washington
$20.9K +$10.7K +296 +84%
BP
715
BNP Paribas
France
$20.1K
AWM
716
Activest Wealth Management
Florida
$19.5K +$7.22K +199 +49%
WIM
717
Westside Investment Management
California
$19.2K
WANY
718
Wealthspire Advisors (New York)
New York
$18K +$20.3K +559 New
MAM
719
Meeder Asset Management
Ohio
$17K +$13.3K +366 +225%
GWM
720
Geneos Wealth Management
Colorado
$16.2K -$103K -2,833 -85%
NOI
721
Newton One Investments
Delaware
$16.1K
ME
722
McIlrath & Eck
Washington
$15.2K +$15.6K +430 +1,000%
BCV
723
Banque Cantonale Vaudoise
Switzerland
$15K
GSWM
724
Golden State Wealth Management
California
$14K -$9.1K -251 -37%
SC
725
Solstein Capital
California
$13.9K -$471 -13 -3%