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Name Holding Trade Value Shares
Change
Change in
Stake
W
626
WealthCollab
Washington
$29.4K +$20.9K +550 +177%
EB
627
Eastern Bank
Massachusetts
$29.1K +$32.3K +850 New
Q1WB
628
Quest 10 Wealth Builders
Virginia
$27.2K -$22.2K -585 -42%
GC
629
Garde Capital
Washington
$24.4K +$27.1K +713 New
RIL
630
Rothschild Investment LLC
Illinois
$24.3K +$12.7K +334 +89%
MSFP
631
Mark Sheptoff Financial Planning
Connecticut
$24K +$26.6K +700 New
ZBNA
632
Zions Bancorporation, National Association
Utah
$23.1K +$25.6K +675 New
NS
633
NBC Securities
Alabama
$23K +$26.2K +690 New
BWM
634
Bullock Wealth Management
Indiana
$21.7K – – –
LFG
635
Larson Financial Group
Missouri
$21.4K -$13.9K -367 -37%
AFS
636
Anderson Financial Strategies
Ohio
$21.2K +$6K +158 New
JEST
637
JTC Employer Solutions Trustee
Jersey
$21K – – –
RMC
638
Resources Management Corp
Connecticut
$21K – – –
TFGT
639
TS Financial Group (TSFG)
Illinois
$21K – – –
DF
640
DecisionPoint Financial
Arizona
$20.8K +$5.2K +137 +29%
AWM
641
AllSquare Wealth Management
New York
$20.5K -$15.2K -400 -40%
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$20.5K – – –
BFS
643
Burkett Financial Services
South Carolina
$20.5K +$3.79K +100 +20%
CTC
644
Central Trust Company
Missouri
$20.5K +$22.8K +600 New
CB
645
CNB Bank
Pennsylvania
$20.5K +$22.8K +600 New
MWA
646
Moser Wealth Advisors
Washington
$19.1K +$9.79K +258 +86%
OWP
647
ORG Wealth Partners
Texas
$18.9K +$20.3K +535 +17,833%
TPCW
648
TD Private Client Wealth
New York
$18.8K +$8.92K +235 +75%
WT
649
Washington Trust
Rhode Island
$18.5K +$20.5K +539 New
Bank Julius Baer & Co
650
Bank Julius Baer & Co
Switzerland
$17.8K +$1.75K +46 +10%