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Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
SouthState Corp
Florida
$6.21K +$6.56K +134 New
SPIA
652
Steward Partners Investment Advisory
New York
$5.75K -$2.35K -48 -28%
PMFA
653
Plante Moran Financial Advisors
Michigan
$5.61K +$5.93K +121 New
AssetMark Inc
654
AssetMark Inc
California
$5.52K +$5.83K +119 New
ETS
655
ESL Trust Services
New York
$5.33K
WA
656
Whipplewood Advisors
Colorado
$5.28K +$5.58K +114 New
RS
657
Rakuten Securities
Japan
$5.24K +$1.62K +33 +41%
TWC
658
TD Waterhouse Canada
Ontario, Canada
$4.64K
VWA
659
Valued Wealth Advisors
Utah
$4.1K -$4.16K -85 -49%
TH
660
TCTC Holdings
Texas
$4.03K +$4.26K +87 New
AGWCA
661
Annis Gardner Whiting Capital Advisors
Florida
$3.99K -$1.37K -28 -25%
AS
662
Altshuler Shaham
Israel
$3.89K +$490 +10 +14%
FFO
663
Fortitude Family Office
Arizona
$3.38K
BHWM
664
Beaird Harris Wealth Management
Texas
$3.34K
MA
665
Modus Advisors
Minnesota
$3.29K +$3.48K +71 New
CA
666
CoreCap Advisors
Michigan
$3.01K +$3.18K +65 New
GKIM
667
GW&K Investment Management
Massachusetts
$3K -$49 -1 -2%
AW
668
Avion Wealth
Texas
$3K +$833 +17 +26%
DF
669
Dunhill Financial
United Kingdom
$2.87K +$539 +11 +22%
CAS
670
Coppell Advisory Solutions
Texas
$2.79K
AWM
671
Abound Wealth Management
Tennessee
$2.78K -$588 -12 -17%
TWD
672
True Wealth Design
Ohio
$2.32K -$36.1K -737 -94%
RCM
673
Raleigh Capital Management
North Carolina
$2.32K -$245 -5 -9%
HFS
674
Horizon Financial Services
North Carolina
$2.3K +$49 +1 +2%
S
675
Sachetta
Massachusetts
$2.13K