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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
726
Kelly Financial Services
Massachusetts
$5.94K
BCMLT
727
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.71K -$2.03K -9 -26%
WTA
728
Washington Trust Advisors
Massachusetts
$5.25K
RA
729
Rise Advisors
New York
$5.04K
WPWM
730
Western Pacific Wealth Management
Illinois
$4.34K +$4.29K +19 New
FMP
731
Financial Management Professionals
Texas
$4K +$904 +4 +27%
SC
732
Solstein Capital
California
$3.88K
AIM
733
Anchor Investment Management
South Carolina
$3.43K
ST
734
Smithfield Trust
Pennsylvania
$3K
DI
735
Disciplined Investments
Oklahoma
$2.74K +$452 +2 +20%
SIC
736
SJS Investment Consulting
Ohio
$2.74K +$678 +3 +33%
ZB
737
Zions Bancorporation
Utah
$2.51K
CFO
738
CVA Family Office
Colorado
$2.29K
SWA
739
Sutton Wealth Advisors
Florida
$2.29K
BHWM
740
Beaird Harris Wealth Management
Texas
$2.29K +$2.26K +10 New
BBHC
741
Brown Brothers Harriman & Co
New York
$2.06K -$33K -146 -94%
TCA
742
Trifecta Capital Advisors
Illinois
$2.06K +$2.03K +9 New
BWM
743
Baystate Wealth Management
Massachusetts
$2K
MRCM
744
M&R Capital Management
New Jersey
$1.85K +$1.81K +8 New
LF
745
Lee Financial
Texas
$1.83K
GEA
746
Glen Eagle Advisors
New Jersey
$1.83K +$1.81K +8 New
MFT
747
Moisand Fitzgerald Tamayo
Florida
$1.83K +$1.81K +8 New
AWM
748
Abound Wealth Management
Tennessee
$1.38K
RWM
749
Raffa Wealth Management
District of Columbia
$1.37K -$1.13K -5 -45%
BIA
750
Bell Investment Advisors
California
$1.37K +$904 +4 +200%