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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Central Trust Company
Missouri
$1.26K
SWM
352
Spire Wealth Management
Virginia
$1.17K
CPG
353
Cornerstone Planning Group
New Jersey
$1.01K -$2K -569 -55%
AW
354
Avion Wealth
Texas
$1K
ADL
355
Asset Dedication LLC
California
$951
PWA
356
Physician Wealth Advisors
Utah
$942 +$1.04K +297 New
AAG
357
Armstrong Advisory Group
Massachusetts
$938
PFBT
358
Parkside Financial Bank & Trust
Missouri
$888 +$982 +280 New
FMP
359
Financial Management Professionals
Texas
$767
SC
360
Stephens Consulting
Michigan
$730 +$807 +230 New
FFO
361
Fortitude Family Office
Arizona
$726
SW
362
SVB Wealth
Massachusetts
$707 +$782 +223 New
WTC
363
WhitTier Trust Company
Nevada
$687
CA
364
CoreCap Advisors
Michigan
$672 -$210 -60 -22%
FFA
365
Frazier Financial Advisors
Ohio
$634
HFS
366
Hughes Financial Services
Virginia
$608 +$642 +183 New
MWA
367
Medallion Wealth Advisors
Connecticut
$564
PS
368
Principal Securities
Iowa
$551
SC
369
SouthState Corp
Florida
$533 +$589 +168 New
National Bank of Canada
370
National Bank of Canada
Quebec, Canada
$499 +$7 +2 +1%
TC
371
Truvestments Capital
Florida
$476
WT
372
Washington Trust
Rhode Island
$415
CFFP
373
Center for Financial Planning
Michigan
$413
CLOS
374
Compagnie Lombard Odier SCmA
Switzerland
$406
WSCM
375
Wellington Shields Capital Management
New York
$380