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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2276
HighMark Wealth Management
Minnesota
$12.3K
RBC
2277
Roble Belko & Company
Pennsylvania
$12K -$1.32K -14 -10%
TAIM
2278
TD Ameritrade Investment Management
Nebraska
$12K +$189 +2 +2%
FC
2279
Family CFO
California
$11.4K
SC
2280
Schubert & Co
Texas
$11.3K -$1.51K -16 -12%
HB
2281
Horizon Bancorp
Indiana
$11K +$10.4K +110 New
CFFP
2282
Center for Financial Planning
Michigan
$10.7K
ACA
2283
Atlas Capital Advisors
Wyoming
$10.1K
CAM
2284
ClariVest Asset Management
California
$10K
GWSA
2285
Global Wealth Strategies & Associates
Colorado
$9.62K +$9.15K +97 New
DAC
2286
Dividend Assets Capital
South Carolina
$9K
SGC
2287
Slocum, Gordon & Co
Rhode Island
$8.73K +$8.3K +88 New
SWM
2288
Sanctuary Wealth Management
Idaho
$8.53K +$8.12K +86 New
FCMT
2289
Founders Capital Management (Texas)
Texas
$8K
MIFH
2290
Migdal Insurance & Financial Holdings
Israel
$8K
ARS
2291
Adirondack Retirement Specialists
New York
$7.94K
FFL
2292
Financial Freedom LLC
Ohio
$7.82K +$7.46K +79 New
CAS
2293
Coppell Advisory Solutions
Texas
$7.74K +$7.36K +78 New
CASC
2294
Coppell Advisory Solutions Corp
Texas
$7.74K +$7.36K +78 New
SC
2295
Steph & Co
Wisconsin
$7K
CHA
2296
Carmichael Hill & Associates
Maryland
$6.45K
RFS
2297
Retirement Financial Solutions
Tennessee
$6.35K +$6.04K +64 New
SFCL
2298
Strengthening Families & Communities LLC
Massachusetts
$6K
RG
2299
Retirement Group
California
$6K +$94 +1 +2%
SC
2300
Stephens Consulting
Michigan
$5.55K