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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$14.3K -$3.69K -33 -19%
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$14K +$3.02K +27 +24%
RA
353
Rise Advisors
New York
$12.9K
CW
354
Curio Wealth
Maryland
$12.7K
LI
355
LRI Investments
Florida
$12.7K
KFI
356
Key Financial Inc
Pennsylvania
$10.4K
RFP
357
Root Financial Partners
California
$9.84K +$11.1K +99 New
GF
358
GGM Financials
Ohio
$9.58K +$10.7K +96 New
SAM
359
Smartleaf Asset Management
Massachusetts
$8.99K +$2.57K +23 +33%
MWA
360
Medallion Wealth Advisors
Connecticut
$8.55K
ERSOT
361
Employees Retirement System of Texas
Texas
$8K +$8.94K +80 New
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$7.53K -$1.12K -10 -12%
EB
363
Eastern Bank
Massachusetts
$7.35K
HWM
364
Hemington Wealth Management
Virginia
$7K -$559 -5 -6%
CT
365
Clearstead Trust
Maine
$6.46K +$7.26K +65 New
S
366
Sachetta
Massachusetts
$6.06K
AEPWM
367
Atlantic Edge Private Wealth Management
Florida
$4.97K
CIA
368
Cape Investment Advisory
Georgia
$4.95K +$5.59K +50 New
JWA
369
JFS Wealth Advisors
Pennsylvania
$4.77K
TFA
370
Transamerica Financial Advisors
Florida
$4.38K +$5.03K +45 New
BIA
371
Bell Investment Advisors
California
$4.27K -$782 -7 -14%
SS
372
SBI Securities
Japan
$4.17K +$3.35K +30 +250%
MG
373
Mather Group
Illinois
$4.07K +$4.58K +41 New
CA
374
Clearstead Advisors
Ohio
$3.78K +$4.02K +36 +1,800%
NS
375
NBC Securities
Alabama
$2.98K