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Name Holding Trade Value Shares
Change
Change in
Stake
QL
301
Quarry LP
New York
$5.73K +$5.72K +39 New
PWMG
302
Private Wealth Management Group
New Jersey
$5.44K
JWA
303
JFS Wealth Advisors
Pennsylvania
$5.44K +$1.17K +8 +28%
IA
304
IFP Advisors
Florida
$5.29K +$2.2K +15 +71%
HFM
305
Harvest Fund Management
China
$4K
AssetMark Inc
306
AssetMark Inc
California
$3.53K +$1.32K +9 +60%
RWM
307
Raffa Wealth Management
District of Columbia
$3.23K +$2.49K +17 +340%
TWD
308
True Wealth Design
Ohio
$2.79K -$147 -1 -5%
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$2.65K
GRP
310
Global Retirement Partners
California
$2.5K
HNW
311
High Note Wealth
Minnesota
$2.35K
KFAS
312
Keating Financial Advisory Services
Kansas
$2.06K +$2.05K +14 New
RWS
313
Retirement Wealth Solutions
Wisconsin
$1.91K
FFO
314
Fortitude Family Office
Arizona
$1.62K +$147 +1 +10%
BBHC
315
Brown Brothers Harriman & Co
New York
$1.47K +$1.47K +10 New
CA
316
Clearstead Advisors
Ohio
$1.32K -$6.3K -43 -83%
PMAM
317
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
SS
318
SBI Securities
Japan
$1.03K
CAL
319
Capital Advisors Ltd
Ohio
$1K
BIA
320
Bell Investment Advisors
California
$882
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$882
GEA
322
Glen Eagle Advisors
New Jersey
$882
RF
323
Rossby Financial
Florida
$735 +$147 +1 +25%
AW
324
Ankerstar Wealth
Texas
$735 +$733 +5 New
AAP
325
Arax Advisory Partners
Colorado
$588 -$235K -1,602 -100%