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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
426
Synergy Investment Management
Florida
$3.24K +$3.31K +47 New
CA
427
Continuum Advisory
Idaho
$3.17K +$1.34K +19 +70%
CFGS
428
Concourse Financial Group Securities
Alabama
$3.12K -$4.16K -59 -58%
BFP
429
Briaud Financial Planning
Texas
$3K – – –
HWM
430
Hemington Wealth Management
Virginia
$3K +$1.48K +21 +62%
Farmers & Merchants Investments Inc
431
Farmers & Merchants Investments Inc
Nebraska
$2.9K -$211 -3 -7%
NL
432
NVWM LLC
Pennsylvania
$2.83K – – –
Brown Brothers Harriman & Co
433
Brown Brothers Harriman & Co
New York
$2.76K +$2.82K +40 New
EverSource Wealth Advisors
434
EverSource Wealth Advisors
Alabama
$2.69K -$6.48K -92 -70%
CT
435
Colonial Trust
South Carolina
$2.55K -$9.58K -136 -79%
PPC
436
Park Place Capital
Alabama
$2.48K – – –
BCMLT
437
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.28K – – –
CFO
438
CVA Family Office
Colorado
$2.14K -$1.06K -15 -33%
S
439
Sachetta
Massachusetts
$2.14K – – –
PWMG
440
Prestige Wealth Management Group
New Jersey
$2K – – –
W
441
WealthCollab
Washington
$2K – – –
PP
442
Pacifica Partners
Canada
$1.98K – – –
QC
443
Quent Capital
New York
$1.73K – – –
HNW
444
High Note Wealth
Minnesota
$1.52K +$1.55K +22 New
WWP
445
WR Wealth Planners
Missouri
$1.24K -$1.97K -28 -61%
DPW
446
DiNuzzo Private Wealth
Pennsylvania
$1.24K – – –
CSWM
447
Cassady Schiller Wealth Management
Ohio
$1.24K +$1.27K +18 New
SIC
448
SJS Investment Consulting
Ohio
$1.1K -$282 -4 -20%
TD Waterhouse Canada
449
TD Waterhouse Canada
Ontario, Canada
$898 -$141 -2 -13%
AssetMark Inc
450
AssetMark Inc
California
$897 +$916 +13 New