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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
MAI Capital Management
Ohio
$4.49K
BIG
477
Brooklyn Investment Group
New York
$4.32K
HFS
478
Hopwood Financial Services
Virginia
$3.97K
IHWM
479
Iron Horse Wealth Management
Iowa
$3.97K +$1.04K +6 +35%
BWL
480
Bogart Wealth LLC
Virginia
$3.28K
HWM
481
Hemington Wealth Management
Virginia
$3K
AFG
482
Albion Financial Group
Utah
$2.94K
BCWM
483
Bartlett & Co Wealth Management
Ohio
$2.94K +$2.94K +17 New
RWS
484
Retirement Wealth Solutions
Wisconsin
$2.77K -$863 -5 -24%
AAP
485
Arax Advisory Partners
Colorado
$2.4K -$1.55K -9 -39%
MSWA
486
Marshall & Sterling Wealth Advisors
New York
$2.07K +$2.07K +12 New
CVM
487
Cheviot Value Management
California
$1.86K +$1.73K +10 New
CFO
488
CVA Family Office
Colorado
$1.38K
GWP
489
Gen-Wealth Partners
Michigan
$1.21K
MG
490
Mather Group
Illinois
$1.04K
NEWAS
491
N.E.W. Advisory Services
Wisconsin
$1.04K +$1.04K +6 New
TFA
492
Transamerica Financial Advisors
Florida
$1K
CTWM
493
Cherry Tree Wealth Management
Minnesota
$864
TWD
494
True Wealth Design
Ohio
$864
BFS
495
Bare Financial Services
Pennsylvania
$518 +$518 +3 New
BLC
496
Brown, Lisle/Cummings
Rhode Island
$518 +$518 +3 New
SC
497
SouthState Corp
Florida
$287 +$345 +2 New
CIAM
498
Caitong International Asset Management
Hong Kong
$173 -$8.8K -51 -98%
KA
499
Kozak & Associates
Colorado
$7
PCM
500
Prana Capital Management
Connecticut
-$14.9M -91,292 Closed