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Name Holding Trade Value Shares
Change 		Change in
Stake
EB
651
Eastern Bank
Massachusetts
$2K – – –
CT
652
Colonial Trust
South Carolina
$1.8K -$1.83K -31 -47%
YAL
653
Your Advocates Ltd
Texas
$1.74K – – –
FFO
654
Fortitude Family Office
Arizona
$1.59K -$3.66K -62 -67%
CJ
655
Caitlin John
Michigan
$1.59K – – –
ACA
656
American Capital Advisory
Idaho
$1.59K +$768 +13 +72%
CIAS
657
CBIZ Investment Advisory Services
Ohio
$1.57K – – –
NWMP
658
Noble Wealth Management PBC
Colorado
$1.53K +$1.77K +30 New
SIC
659
SJS Investment Consulting
Ohio
$1.49K -$355 -6 -17%
Q1WB
660
Quest 10 Wealth Builders
Virginia
$1.38K – – –
MFS
661
Montgomery Financial Services
Maryland
$1.38K +$1.6K +27 New
DPW
662
DiNuzzo Private Wealth
Pennsylvania
$1.23K -$591 -10 -29%
GSWM
663
Golden State Wealth Management
California
$1.18K -$1.77K -30 -57%
CCMI
664
Creative Capital Management Investments
California
$1.18K +$1.36K +23 New
CTC
665
Central Trust Company
Missouri
$1.07K +$1.24K +21 New
HFM
666
Harvest Fund Management
China
$1K -$3.6K -61 -82%
AW
667
Avion Wealth
Texas
$1K -$473 -8 -24%
AWM
668
Activest Wealth Management
Florida
$972 -$3.07K -52 -73%
PWA
669
Principia Wealth Advisory
Texas
$972 -$1.3K -22 -54%
BHWM
670
Bay Harbor Wealth Management
Maryland
$972 -$1K -17 -47%
BW
671
Basepoint Wealth
Iowa
$972 – – –
DSC
672
Duncker Streett & Co
Missouri
$972 – – –
CFD
673
Creative Financial Designs
Indiana
$972 +$296 +5 +36%
TM
674
Torren Management
California
$921 -$1.89K -32 -64%
AIM
675
Anchor Investment Management
South Carolina
$921 +$1.06K +18 New
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