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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
726
Washington Trust Advisors
Massachusetts
$5.25K – – –
RA
727
Rise Advisors
New York
$5.04K – – –
WPWM
728
Western Pacific Wealth Management
Illinois
$4.34K +$4.29K +19 New
FMP
729
Financial Management Professionals
Texas
$4K +$904 +4 +27%
SC
730
Solstein Capital
California
$3.88K – – –
AIM
731
Anchor Investment Management
South Carolina
$3.43K – – –
ST
732
Smithfield Trust
Pennsylvania
$3K – – –
DI
733
Disciplined Investments
Oklahoma
$2.74K +$452 +2 +20%
SIC
734
SJS Investment Consulting
Ohio
$2.74K +$678 +3 +33%
ZB
735
Zions Bancorporation
Utah
$2.51K – – –
CFO
736
CVA Family Office
Colorado
$2.29K – – –
SWA
737
Sutton Wealth Advisors
Florida
$2.29K – – –
BHWM
738
Beaird Harris Wealth Management
Texas
$2.29K +$2.26K +10 New
BBHC
739
Brown Brothers Harriman & Co
New York
$2.06K -$33K -146 -94%
TCA
740
Trifecta Capital Advisors
Illinois
$2.06K +$2.03K +9 New
BWM
741
Baystate Wealth Management
Massachusetts
$2K – – –
MRCM
742
M&R Capital Management
New Jersey
$1.85K +$1.81K +8 New
LF
743
Lee Financial
Texas
$1.83K – – –
GEA
744
Glen Eagle Advisors
New Jersey
$1.83K +$1.81K +8 New
MFT
745
Moisand Fitzgerald Tamayo
Florida
$1.83K +$1.81K +8 New
AWM
746
Abound Wealth Management
Tennessee
$1.38K – – –
RWM
747
Raffa Wealth Management
District of Columbia
$1.37K -$1.13K -5 -45%
BIA
748
Bell Investment Advisors
California
$1.37K +$904 +4 +200%
CA
749
Clearstead Advisors
Ohio
$1.37K +$1.36K +6 New
AFG
750
Albion Financial Group
Utah
$1.14K – – –