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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
476
Harvest Fund Management
China
$5K – – –
MCM
477
MAI Capital Management
Ohio
$4.49K – – –
BIG
478
Brooklyn Investment Group
New York
$4.32K – – –
HFS
479
Hopwood Financial Services
Virginia
$3.97K – – –
IHWM
480
Iron Horse Wealth Management
Iowa
$3.97K +$1.04K +6 +35%
BWL
481
Bogart Wealth LLC
Virginia
$3.28K – – –
HWM
482
Hemington Wealth Management
Virginia
$3K – – –
AFG
483
Albion Financial Group
Utah
$2.94K – – –
BCWM
484
Bartlett & Co Wealth Management
Ohio
$2.94K +$2.94K +17 New
RWS
485
Retirement Wealth Solutions
Wisconsin
$2.77K -$863 -5 -24%
AAP
486
Arax Advisory Partners
Colorado
$2.4K -$1.55K -9 -39%
MSWA
487
Marshall & Sterling Wealth Advisors
New York
$2.07K +$2.07K +12 New
CVM
488
Cheviot Value Management
California
$1.86K +$1.73K +10 New
CFO
489
CVA Family Office
Colorado
$1.38K – – –
GWP
490
Gen-Wealth Partners
Michigan
$1.21K – – –
BWM
491
Bullock Wealth Management
Indiana
$1.04K – – –
MG
492
Mather Group
Illinois
$1.04K – – –
NEWAS
493
N.E.W. Advisory Services
Wisconsin
$1.04K +$1.04K +6 New
TFA
494
Transamerica Financial Advisors
Florida
$1K – – –
CTWM
495
Cherry Tree Wealth Management
Minnesota
$864 – – –
TWD
496
True Wealth Design
Ohio
$864 – – –
BFS
497
Bare Financial Services
Pennsylvania
$518 +$518 +3 New
BLC
498
Brown, Lisle/Cummings
Rhode Island
$518 +$518 +3 New
SC
499
SouthState Corp
Florida
$287 +$345 +2 New
CIAM
500
Caitong International Asset Management
Hong Kong
$173 -$8.8K -51 -98%