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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
501
Retirement Wealth Solutions
Wisconsin
$8.74K +$2.4K +32 +38%
FPF
502
First Pacific Financial
Washington
$7.38K
SS
503
Sunbelt Securities
Texas
$7.04K +$6.96K +93 New
HI
504
Harbour Investments
Wisconsin
$6.81K
PTC
505
Private Trust Company
Ohio
$6.64K
BIA
506
Bell Investment Advisors
California
$6.47K
NSIM
507
North Star Investment Management
Illinois
$6.11K +$674 +9 +13%
W
508
WealthCollab
Washington
$5.79K
MEG
509
Millstone Evans Group
Colorado
$5.45K +$5.39K +72 New
CIA
510
Cape Investment Advisory
Georgia
$5.33K
WB
511
Webster Bank
Connecticut
$4.77K
PWMG
512
Private Wealth Management Group
New Jersey
$4.43K
SGK
513
Steigerwald Gordon & Koch
Virginia
$4.2K +$4.19K +56 New
PMFA
514
Plante Moran Financial Advisors
Michigan
$4.08K +$4.04K +54 New
CAL
515
Capital Advisors Ltd
Ohio
$4K
PWMG
516
Prestige Wealth Management Group
New Jersey
$3.18K
HNW
517
High Note Wealth
Minnesota
$3.18K +$898 +12 +40%
CCM
518
Cloud Capital Management
Washington
$3K +$3.07K +41 New
S
519
Sachetta
Massachusetts
$2.95K
JSAM
520
J. Safra Asset Management
New York
$2.95K -$11.2K -150 -79%
MFT
521
Moisand Fitzgerald Tamayo
Florida
$2.84K
GA
522
Guerra Advisors
Florida
$2.84K +$2.85K +38 New
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$2.65K
CPG
524
Cornerstone Planning Group
New Jersey
$2.64K +$2.47K +33 +26%
MCM
525
Manchester Capital Management
Vermont
$2.61K -$524 -7 -17%