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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
651
CBIZ Investment Advisory Services
Ohio
$10.6K -$35.1K -690 -76%
FIA
652
FPC Investment Advisory
California
$10.2K +$9.56K +188 New
CWC
653
Carolinas Wealth Consulting
North Carolina
$9.89K -$1.07K -21 -9%
EIM
654
Essex Investment Management
Massachusetts
$9.65K
PFSC
655
Peoples Financial Services Corp
Pennsylvania
$9.64K
EPIMS
656
Evelyn Partners Investment Management Services
$9.5K +$10K +197 New
GWSG
657
GPS Wealth Strategies Group
Colorado
$9.36K -$1.52K -30 -13%
UBP
658
Union Bancaire Privee
Switzerland
$9.16K +$9.66K +190 New
PMFA
659
Plante Moran Financial Advisors
Michigan
$8.92K +$8.39K +165 +825%
MWA
660
Medallion Wealth Advisors
Connecticut
$8.68K +$9.15K +180 New
TSMHT
661
Thurston Springer Miller Herd & Titak
Indiana
$8.34K
RWS
662
Retirement Wealth Solutions
Wisconsin
$8.14K +$8.49K +167 New
CMP
663
Coston McIsaac & Partners
Maine
$8K
VHAM
664
Van Hulzen Asset Management
California
$7.91K +$8.34K +164 New
DF
665
Dunhill Financial
United Kingdom
$7.86K -$201K -3,945 -96%
PWA
666
Physician Wealth Advisors
Utah
$7.77K +$8.19K +161 New
T
667
Transce3nd
Texas
$7.67K +$8.08K +159 New
AEPWM
668
Atlantic Edge Private Wealth Management
Florida
$7.19K
CWP
669
Concord Wealth Partners
Virginia
$6.99K -$22.8K -448 -76%
FDW
670
Fourth Dimension Wealth
Ohio
$6.95K +$7.32K +144 New
FWM
671
FSA Wealth Management
Massachusetts
$6.85K
CA
672
CoreCap Advisors
Michigan
$6.8K -$254 -5 -3%
HWA
673
HHM Wealth Advisors
Tennessee
$6.66K
GJIA
674
Glass Jacobson Investment Advisors
Maryland
$6.51K +$3K +59 +78%
CSC
675
Caldwell Sutter Capital
California
$6.51K +$3.31K +65 +93%