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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
876
Blue Bell Private Wealth Management
Pennsylvania
$8.73K +$3.81K +31 +69%
ACM
877
Accent Capital Management
Ohio
$8.62K -$32.6K -265 -78%
HWM
878
HighMark Wealth Management
Minnesota
$8.62K -$8.61K -70 -48%
AIC
879
Archer Investment Corporation
Indiana
$8.27K
LB
880
Legacy Bridge
Iowa
$8.16K
AW
881
Avion Wealth
Texas
$8K +$861 +7 +10%
BF
882
BOK Financial
Oklahoma
$7.84K -$831K -6,760 -99%
PAG
883
Paladin Advisory Group
Iowa
$7.81K
PCWA
884
Pacific Capital Wealth Advisors
California
$7.47K
PTC
885
Private Trust Company
Ohio
$7.35K -$172K -1,401 -96%
BL
886
BFSG LLC
California
$7.24K
MIFH
887
Migdal Insurance & Financial Holdings
Israel
$7K -$47.5K -386 -87%
CA
888
Continuum Advisory
Idaho
$6.59K
PWMG
889
Prestige Wealth Management Group
New Jersey
$6.09K +$3.81K +31 +141%
EWM
890
Evermay Wealth Management
Virginia
$5.97K -$69.1K -562 -92%
KFI
891
Key Financial Inc
Pennsylvania
$5.97K
SIS
892
Strategic Investment Solutions
Illinois
$5.86K -$123K -999 -95%
CHA
893
Carmichael Hill & Associates
Maryland
$5.86K
BBHC
894
Brown Brothers Harriman & Co
New York
$5.74K +$615 +5 +11%
SWA
895
SOA Wealth Advisors
New York
$5.51K -$32.6K -265 -85%
GBT
896
Grove Bank & Trust
Florida
$5.28K
PPA
897
Painted Porch Advisors
California
$5.28K
EWP
898
Elevation Wealth Partners
California
$5.17K
HFS
899
Hantz Financial Services
Michigan
$5K +$4.92K +40 New
CPG
900
Cornerstone Planning Group
New Jersey
$4.97K -$2.34K -19 -31%