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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
701
Medallion Wealth Advisors
Connecticut
$9.78K
OC
702
Oakworth Capital
Alabama
$9.65K +$7.79K +144 +480%
AF
703
Abound Financial
California
$9.32K +$9.09K +168 New
MA
704
MCF Advisors
Kentucky
$9.26K +$4.93K +91 +120%
PWA
705
Physician Wealth Advisors
Utah
$8.93K
T
706
Transce3nd
Texas
$8.82K
HHGA
707
Halbert Hargrove Global Advisors
California
$8.43K +$8.23K +152 New
AEPWM
708
Atlantic Edge Private Wealth Management
Florida
$8.26K
CWP
709
Concord Wealth Partners
Virginia
$8.04K
BIA
710
Bell Investment Advisors
California
$7.99K +$595 +11 +8%
FDW
711
Fourth Dimension Wealth
Ohio
$7.99K
FWM
712
FSA Wealth Management
Massachusetts
$7.88K
HWA
713
HHM Wealth Advisors
Tennessee
$7.65K
NC
714
North Capital
Utah
$6.88K +$6.71K +124 New
YP
715
YANKCOM Partnership
South Dakota
$6.88K +$6.71K +124 New
RAM
716
Riggs Asset Management
Pennsylvania
$6.82K
GJIA
717
Glass Jacobson Investment Advisors
Maryland
$6.51K
BI
718
Binnacle Investments
Iowa
$6.43K +$6.28K +116 New
AGWCA
719
Annis Gardner Whiting Capital Advisors
Florida
$5.99K
WAS
720
Winch Advisory Services
Wisconsin
$5.71K
MAS
721
MPWM Advisory Solutions
Georgia
$5.6K
CSC
722
Caldwell Sutter Capital
California
$5.55K -$1.9K -35 -26%
FP
723
Financial Perspectives
Minnesota
$5.55K
OPTFSNA
724
Old Point Trust & Financial Services N A
Virginia
$5.55K
TF
725
Tompkins Financial
New York
$5.49K +$5.36K +99 New