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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1426
Synergy Investment Management
Florida
$8.63K +$9.45K +225 New
S
1427
Sachetta
Massachusetts
$7.82K -$67.1K -1,599 -89%
LIS
1428
Legacy Investment Solutions
Idaho
$7.71K
LWMI
1429
Legacy Wealth Management (Idaho)
Idaho
$7.71K
TIM
1430
Tortoise Investment Management
New York
$7.67K
STB
1431
S&T Bank
Pennsylvania
$7.67K +$8.4K +200 New
WA
1432
Whipplewood Advisors
Colorado
$7.67K +$8.4K +200 New
HWM
1433
HighMark Wealth Management
Minnesota
$7.6K -$2.02K -48 -20%
GJIA
1434
Glass Jacobson Investment Advisors
Maryland
$7.59K
FFL
1435
Financial Freedom LLC
Ohio
$7.47K
PMFA
1436
Plante Moran Financial Advisors
Michigan
$7.29K
MSWM
1437
Mowery & Schoenfeld Wealth Management
Illinois
$7.21K +$7.89K +188 New
HWP
1438
Highline Wealth Partners
California
$6.99K +$5.08K +121 +198%
PWA
1439
Provenance Wealth Advisors
Florida
$6.98K -$3.95K -94 -34%
SC
1440
SouthState Corp
Florida
$6.71K +$7.35K +175 New
PWMG
1441
Private Wealth Management Group
New Jersey
$6.59K +$6.09K +145 +537%
AWM
1442
Abound Wealth Management
Tennessee
$6.33K -$630 -15 -8%
AP
1443
Aspect Partners
Virginia
$6.33K
MFT
1444
Moisand Fitzgerald Tamayo
Florida
$6.1K
FCAS
1445
First Command Advisory Services
Texas
$6.1K
KBFS
1446
Kohmann Bosshard Financial Services
Ohio
$5.94K +$6.51K +155 New
CBT
1447
Crews Bank & Trust
Florida
$5.79K +$6.34K +151 New
FIA
1448
FPC Investment Advisory
California
$5.76K +$6K +143 New
OIA
1449
Optimum Investment Advisors
Illinois
$5.75K
PAI
1450
Pittenger & Anderson Inc
Nebraska
$5.75K