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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
376
Plante Moran Financial Advisors
Michigan
$6.02K +$3.49K +103 +118%
CMP
377
Coston McIsaac & Partners
Maine
$6K
HFS
378
Hughes Financial Services
Virginia
$5.83K
BIA
379
Bell Investment Advisors
California
$5.73K -$4.37K -129 -42%
SFG
380
Strive Financial Group
Indiana
$5.38K
CFM
381
Compass Financial Management
Florida
$5.23K +$5.59K +165 New
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.62K +$3.05K +90 +161%
PF
383
PlanVest Financial
Maryland
$4.53K
RWS
384
Retirement Wealth Solutions
Wisconsin
$4.37K -$711 -21 -13%
FCAS
385
First Command Advisory Services
Texas
$4.37K +$1.76K +52 +60%
MNA
386
Manning & Napier Advisors
New York
$4.32K -$508 -15 -10%
WSFS
387
Wilmington Savings Fund Society
Delaware
$4.21K
FFO
388
Fortitude Family Office
Arizona
$4.18K -$136 -4 -3%
CCWM
389
Cassaday & Co Wealth Management
Virginia
$3.83K -$18.1K -535 -82%
MCM
390
MV Capital Management
Maryland
$3.74K +$2.1K +62 +111%
CSC
391
Caldwell Sutter Capital
California
$3.61K
W
392
WealthCollab
Washington
$3.36K -$949 -28 -21%
AA
393
Addison Advisors
Vermont
$3.2K -$127K -3,735 -97%
AUB
394
Atlantic Union Bankshares
Virginia
$3.17K -$11.5K -339 -77%
EP
395
Essential Partners
California
$3.13K
SWP
396
Strategic Wealth Partners
Ohio
$3.1K
HWM
397
HighMark Wealth Management
Minnesota
$3.06K +$644 +19 +24%
GFA
398
Godfrey Financial Associates
New York
$2.91K
BC
399
Bayforest Capital
United Kingdom
$2.88K +$2.27K +67 +279%
BHWM
400
Beaird Harris Wealth Management
Texas
$2.85K