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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
551
Golden State Wealth Management
California
$1.55K – – –
RWS
552
Retirement Wealth Solutions
Wisconsin
$1.53K +$92 +4 +5%
RIL
553
Rothschild Investment LLC
Illinois
$1.5K -$663 -29 -27%
NB
554
NBT Bank
New York
$1.46K +$1.72K +75 New
IAS
555
IMA Advisory Services
Colorado
$1.11K +$1.3K +57 New
Central Trust Company
556
Central Trust Company
Missouri
$1.03K +$1.21K +53 New
BGAI
557
Bruce G. Allen Investments
Colorado
$1.01K +$229 +10 +24%
CAL
558
Capital Advisors Ltd
Ohio
$1K +$23 +1 +2%
SFCL
559
Strengthening Families & Communities LLC
Massachusetts
$971 – – –
SIS
560
Sound Income Strategies
Florida
$965 – – –
Smartleaf Asset Management
561
Smartleaf Asset Management
Massachusetts
$910 -$10.8K -471 -90%
WTA
562
Washington Trust Advisors
Massachusetts
$885 -$1.3K -57 -55%
TWD
563
True Wealth Design
Ohio
$777 – – –
CFM
564
Cornerstone Financial Management
Massachusetts
$699 – – –
MCM
565
Manchester Capital Management
Vermont
$680 – – –
CFO
566
CVA Family Office
Colorado
$583 – – –
PWA
567
Physician Wealth Advisors
Utah
$583 – – –
MAM
568
Marquette Asset Management
Minnesota
$505 -$572 -25 -49%
FC
569
Financial Consulate
Maryland
$505 +$595 +26 New
TFA
570
Transamerica Financial Advisors
Florida
$504 +$435 +19 +271%
PWA
571
Principia Wealth Advisory
Texas
$466 +$526 +23 +2,300%
Optiver Holding
572
Optiver Holding
Netherlands
$408 -$1.65K -72 -77%
SEP
573
Signature Equity Partners
Ohio
$272 – – –
HFS
574
Hughes Financial Services
Virginia
$252 +$297 +13 New
DF
575
Dunhill Financial
United Kingdom
$231 -$23 -1 -8%