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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
351
Bare Financial Services
Pennsylvania
$10.5K +$5.66K +52 +226%
EWM
352
Evolution Wealth Management
Florida
$10.5K +$8.17K +75 New
IA
353
IFP Advisors
Florida
$10.3K -$871 -8 Closed
PB
354
Pinnacle Bancorp
Nebraska
$9.84K
TF
355
Tompkins Financial
New York
$7.03K
CWP
356
Concord Wealth Partners
Virginia
$6.87K +$5.34K +49 New
TCOT
357
Trust Company of Toledo
Ohio
$5.62K +$4.36K +40 New
AAP
358
Arax Advisory Partners
Colorado
$5.06K +$3.16K +29 +414%
IA
359
IFS Advisors
Kansas
$4.92K
ADL
360
Asset Dedication LLC
California
$4.78K
AF
361
Allworth Financial
California
$4.5K -$20.3K -186 -85%
HNW
362
High Note Wealth
Minnesota
$4.36K +$109 +1 +3%
1IA
363
1620 Investment Advisors
Massachusetts
$4.22K
LB
364
Legacy Bridge
Iowa
$4.22K
HNB
365
Huntington National Bank
Ohio
$3.94K -$35.6K -327 -92%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$3.66K
BIA
367
Bell Investment Advisors
California
$3.66K +$654 +6 +30%
CAL
368
Capital Advisors Ltd
Ohio
$3K +$545 +5 +26%
TWD
369
True Wealth Design
Ohio
$2.81K +$1.52K +14 +233%
CIAM
370
Caitong International Asset Management
Hong Kong
$2.81K +$2.18K +20 New
RS
371
Rakuten Securities
Japan
$2.53K
CT
372
Clearstead Trust
Maine
$2.53K +$1.96K +18 New
HWM
373
Hemington Wealth Management
Virginia
$2K +$980 +9 +82%
EC
374
Elequin Capital
New York
$1.26K +$980 +9 New
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
$985 +$762 +7 New