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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1301
Clearstead Trust
Maine
$7.02K
PPC
1302
Park Place Capital
Alabama
$7.02K +$4.88K +20 +167%
SFAM
1303
Sawyer Falduto Asset Management
Illinois
$7.02K +$7.81K +32 New
EW
1304
Elyxium Wealth
California
$7.02K +$7.81K +32 New
CFS
1305
Compass Financial Services
Iowa
$6.8K
RWM
1306
Raffa Wealth Management
District of Columbia
$6.8K +$488 +2 +7%
VWM
1307
Vermillion Wealth Management
Minnesota
$6.58K
HFS
1308
Hughes Financial Services
Virginia
$6.14K
CMA
1309
Cedar Mountain Advisors
Oregon
$5.92K
SRCM
1310
Signature Resources Capital Management
California
$5.92K +$6.59K +27 New
MBFW
1311
Morton Brown Family Wealth
Pennsylvania
$5.48K
VFM
1312
Vision Financial Markets
Connecticut
$5.48K
PWA
1313
Principia Wealth Advisory
Texas
$5.48K +$244 +1 +4%
JFA
1314
JNBA Financial Advisors
Minnesota
$5.48K +$1.95K +8 +47%
BAM
1315
Bellevue Asset Management
Washington
$5.48K
IWM
1316
IMG Wealth Management
Florida
$5.26K
BWM
1317
Benson Wealth Management
Tennessee
$5.26K +$5.86K +24 New
CFM
1318
Cornerstone Financial Management
Massachusetts
$5.04K +$5.61K +23 New
MSWA
1319
Marshall & Sterling Wealth Advisors
New York
$4.83K
TH
1320
TCTC Holdings
Texas
$4.83K
YP
1321
YANKCOM Partnership
South Dakota
$4.83K +$5.37K +22 New
GLF
1322
Groupe la Francaise
France
$4.61K -$3.99M -16,340 -100%
PP
1323
PFS Partners
New Jersey
$4.39K
CYG
1324
Clean Yield Group
Vermont
$4.39K
CRI
1325
Commonwealth Retirement Investments
Virginia
$4.39K +$4.88K +20 New