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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
501
Compass Planning Associates
Massachusetts
$17.9K
CB
502
Centennial Bank
Arkansas
$17.8K
AA
503
Ancora Advisors
Ohio
$17.7K
BCPWM
504
Bradley & Co Private Wealth Management
Florida
$17.7K
CT
505
Caldwell Trust
Florida
$17.7K
TC
506
Tacita Capital
Ontario, Canada
$17.7K
LWA
507
Lowe Wealth Advisors
Maryland
$17.7K +$18.6K +100 New
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$17.7K +$18.6K +100 New
TC
509
Truvestments Capital
Florida
$17.1K +$18.1K +97 New
Federated Hermes
510
Federated Hermes
Pennsylvania
$16.4K
RWS
511
Retirement Wealth Solutions
Wisconsin
$15.9K +$3.72K +20 +29%
AFG
512
Albion Financial Group
Utah
$15.7K
AAP
513
Arax Advisory Partners
Colorado
$15.4K +$1.3K +7 +9%
CPG
514
Cornerstone Planning Group
New Jersey
$15.1K +$558 +3 +4%
ACM
515
Accent Capital Management
Ohio
$15K
CFO
516
CVA Family Office
Colorado
$15K
CW
517
Curio Wealth
Maryland
$15K +$186 +1 New
GBT
518
Grove Bank & Trust
Florida
$14.7K +$9.3K +50 +152%
Toronto Dominion Bank
519
Toronto Dominion Bank
Ontario, Canada
$14K
SFCL
520
Strengthening Families & Communities LLC
Massachusetts
$13.7K +$12.5K +67 New
UBP
521
Union Bancaire Privee
Switzerland
$13.3K
HIA
522
Harbor Investment Advisory
Maryland
$13.2K
CAWM
523
Capital A Wealth Management
Pennsylvania
$13.1K
SIS
524
Sound Income Strategies
Florida
$12K +$1.68K +9 +15%
BCMLT
525
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.3K