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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1076
Capital Advisors Ltd
Ohio
$6K +$7.13K +42 New
CT
1077
Clearstead Trust
Maine
$5.55K +$6.45K +38 New
AWM
1078
Activest Wealth Management
Florida
$5.41K +$1.7K +10 +37%
CIAS
1079
CBIZ Investment Advisory Services
Ohio
$4.97K -$1.7K -10 -23%
SC
1080
SouthState Corp
Florida
$4.82K +$5.6K +33 New
MSG
1081
Main Street Group
Virginia
$4.68K – – –
SIS
1082
Sound Income Strategies
Florida
$4.68K – – –
CYG
1083
Clean Yield Group
Vermont
$4.68K +$2.04K +12 +60%
MSWA
1084
Marshall & Sterling Wealth Advisors
New York
$4.53K -$339 -2 -6%
CWM
1085
Copia Wealth Management
Oregon
$4.53K +$1.02K +6 +24%
CFS
1086
Compass Financial Services
Iowa
$4.53K +$5.26K +31 New
VWM
1087
Vermillion Wealth Management
Minnesota
$4.38K – – –
GSWM
1088
Golden State Wealth Management
California
$4.24K +$679 +4 +16%
APM
1089
a16z Perennial Management
California
$4.09K – – –
CIA
1090
Cape Investment Advisory
Georgia
$4.09K – – –
KFP
1091
Keener Financial Planning
Texas
$4K – – –
AssetMark Inc
1092
AssetMark Inc
California
$3.95K +$849 +5 +23%
HFS
1093
Hughes Financial Services
Virginia
$3.89K +$4.41K +26 New
AWM
1094
Atticus Wealth Management
Florida
$3.8K – – –
JWA
1095
JFS Wealth Advisors
Pennsylvania
$3.8K +$3.9K +23 +767%
WAS
1096
Winch Advisory Services
Wisconsin
$3.8K – – –
BAM
1097
Bellevue Asset Management
Washington
$3.65K – – –
DF
1098
DecisionPoint Financial
Arizona
$3.65K – – –
VFM
1099
Vision Financial Markets
Connecticut
$3.65K +$4.24K +25 New
RAM
1100
Riggs Asset Management
Pennsylvania
$3.36K – – –