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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
651
Asset Dedication LLC
California
$10.2K -$3.88K -78 -29%
CFM
652
Cornerstone Financial Management
Massachusetts
$9.9K +$3.13K +63 +53%
AF
653
Advisornet Financial
Minnesota
$9.84K -$50 -1 -0.5%
LWM
654
Lodestone Wealth Management
Washington
$9.73K – – –
CIAM
655
Caitong International Asset Management
Hong Kong
$9.41K +$8.61K +173 New
OCM
656
Osbon Capital Management
Massachusetts
$9.41K – – –
EC
657
Elequin Capital
New York
$9.19K +$5.62K +113 +202%
CFFP
658
Center for Financial Planning
Michigan
$8.16K – – –
PP
659
PFS Partners
New Jersey
$8.05K – – –
SL
660
Salomon & Ludwin
Virginia
$8K +$2.98K +60 +77%
CT
661
Clearstead Trust
Maine
$7.83K +$2.84K +57 +66%
HIA
662
Harbor Investment Advisory
Maryland
$6.74K – – –
FFO
663
Fortitude Family Office
Arizona
$6.47K -$149 -3 -2%
CFM
664
Compass Financial Management
Florida
$5.98K +$5.47K +110 New
TFA
665
Transamerica Financial Advisors
Florida
$5.93K +$1.94K +39 +56%
DF
666
DecisionPoint Financial
Arizona
$5.85K -$149 -3 -3%
HFM
667
Hartford Financial Management
Connecticut
$5.82K – – –
SIC
668
Salem Investment Counselors
North Carolina
$5.76K – – –
CFO
669
CVA Family Office
Colorado
$5.76K -$14.1K -283 -73%
BWL
670
Bogart Wealth LLC
Virginia
$5.6K +$647 +13 +14%
CH
671
Cromwell Holdings
Wyoming
$5.55K -$448 -9 -8%
GK
672
Graney & King
New York
$5.44K – – –
FIA
673
FNY Investment Advisers
New York
$5K -$613K -12,322 -99%
AW
674
Avion Wealth
Texas
$5K -$3.68K -74 -44%
KFAS
675
Keating Financial Advisory Services
Kansas
$4.89K -$199 -4 -4%