Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
526
Golden State Wealth Management
California
$19.8K – – –
W
527
WealthCollab
Washington
$19.6K +$327 +26 +2%
KA
528
Kozak & Associates
Colorado
$19.5K – – –
SIS
529
Strategic Investment Solutions
Illinois
$19.4K -$6K -477 -23%
DMBA
530
Deseret Mutual Benefit Administrators
Utah
$18.7K – – –
GC
531
Garde Capital
Washington
$18.6K +$18.8K +1,493 New
CAL
532
Capital Analysts LLC
Pennsylvania
$18K – – –
PG
533
Proffitt & Goodson
Tennessee
$17.8K +$7.55K +600 +72%
PP
534
Pacifica Partners
Canada
$17.3K – – –
HPC
535
HM Payson & Co
Maine
$16.7K – – –
HWA
536
HHM Wealth Advisors
Tennessee
$16K -$881 -70 -5%
PWA
537
Physician Wealth Advisors
Utah
$16K -$88 -7 -0.5%
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$16K -$378 -30 -2%
PWMG
539
Private Wealth Management Group
New Jersey
$15.4K -$579 -46 -4%
OCM
540
Osterweis Capital Management
California
$14.6K – – –
MWA
541
Medallion Wealth Advisors
Connecticut
$14.4K +$4.95K +393 +57%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$14.2K +$13.8K +1,096 +2,383%
SIC
543
Salem Investment Counselors
North Carolina
$13.9K +$629 +50 +5%
BA
544
Bellwether Advisors
Nebraska
$13.5K – – –
TSMHT
545
Thurston Springer Miller Herd & Titak
Indiana
$13.5K – – –
DFC
546
DB Fitzpatrick & Co
Idaho
$13.5K – – –
ZRP
547
Zynergy Retirement Planning
New Jersey
$13.4K +$12.6K +1,000 +14,286%
CT
548
Clearstead Trust
Maine
$13.2K +$5.68K +451 +74%
CTA
549
Colonial Trust Advisors
South Carolina
$13.1K -$189 -15 -1%
QC
550
Quent Capital
New York
$13.1K – – –