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Name Holding Trade Value Shares
Change
Change in
Stake
HF
401
Halpern Financial
Virginia
$5.46K +$5.16K +119 New
CSC
402
Caldwell Sutter Capital
California
$5.23K
FCG
403
Financial Connections Group
California
$5K +$5.16K +119 New
TFF
404
The Family Firm
Maryland
$4.96K +$4.69K +108 New
FG
405
Fairman Group
Pennsylvania
$4.91K
QC
406
Quent Capital
New York
$4.91K
W
407
WealthCollab
Washington
$4.86K
CPG
408
Cornerstone Planning Group
New Jersey
$4.68K -$130 -3 -3%
GWM
409
Geneos Wealth Management
Colorado
$4.68K -$2.39K -55 -35%
HWM
410
HighMark Wealth Management
Minnesota
$4.66K
OP
411
ORG Partners
Indiana
$4.29K -$781 -18 -16%
CAS
412
Coppell Advisory Solutions
Texas
$3.67K +$3.47K +80 New
SL
413
Salomon & Ludwin
Virginia
$3.26K
TSMHT
414
Thurston Springer Miller Herd & Titak
Indiana
$3.21K +$3.04K +70 New
HIA
415
Harbor Investment Advisory
Maryland
$3.07K -$260 -6 -8%
TIM
416
Tortoise Investment Management
New York
$2.57K
IHWM
417
Iron Horse Wealth Management
Iowa
$2.52K
HWP
418
Highline Wealth Partners
California
$2.52K +$2.39K +55 New
WWP
419
WR Wealth Planners
Missouri
$2.48K
AAP
420
Arax Advisory Partners
Colorado
$2.46K +$43 +1 +2%
DMIC
421
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.34K +$2.21K +51 New
M
422
MOTCO
Texas
$2.16K
BHWM
423
Beaird Harris Wealth Management
Texas
$2.11K
HBW
424
Hazlett, Burt & Watson
West Virginia
$2K +$43 +1 +2%
BFA
425
Brown Financial Advisors
Ohio
$1.61K +$1.52K +35 New