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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Abound Wealth Management
Tennessee
$4.98K
CT
727
Caldwell Trust
Florida
$4.21K
AIC
728
Archer Investment Corporation
Indiana
$4.21K +$4.46K +22 New
CAM
729
Creekmur Asset Management
Illinois
$4.21K +$4.46K +22 New
LWCFA
730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.52K
SIC
731
SJS Investment Consulting
Ohio
$3.07K
CLOS
732
Compagnie Lombard Odier SCmA
Switzerland
$3.06K
RS
733
Rakuten Securities
Japan
$3.06K +$2.64K +13 +433%
FPF
734
First Pacific Financial
Washington
$3.06K +$3.25K +16 New
WT
735
Whittier Trust
California
$2.87K
DF
736
Dunhill Financial
United Kingdom
$2.74K +$609 +3 +27%
PWMG
737
Prestige Wealth Management Group
New Jersey
$2.68K
RWM
738
Raffa Wealth Management
District of Columbia
$2.68K
SC
739
SouthState Corp
Florida
$2.49K -$56.4K -278 -96%
DPW
740
DiNuzzo Private Wealth
Pennsylvania
$2.3K +$406 +2 +20%
OWA
741
Opal Wealth Advisors
New York
$2.3K +$2.44K +12 New
VAG
742
VisionPoint Advisory Group
Texas
$2.3K
CPG
743
Cornerstone Planning Group
New Jersey
$2.16K +$406 +2 +25%
GWM
744
Geneos Wealth Management
Colorado
$2.11K
PCM
745
Penserra Capital Management
California
$2K
CTA
746
Colonial Trust Advisors
South Carolina
$1.94K -$406 -2 -17%
MA
747
MCF Advisors
Kentucky
$1.92K
VWA
748
Valued Wealth Advisors
Utah
$1.92K
EBA
749
Eagle Bay Advisors
New York
$1.91K
CAS
750
Coppell Advisory Solutions
Texas
$1.91K +$2.03K +10 New