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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
551
Carolinas Wealth Consulting
North Carolina
$3.24K -$224 -3 -7%
SIC
552
SJS Investment Consulting
Ohio
$3.21K +$373 +5 +14%
BWM
553
Baystate Wealth Management
Massachusetts
$3.15K
RFG
554
RFP Financial Group
Georgia
$2.97K
CTA
555
Colonial Trust Advisors
South Carolina
$2.89K
TFM
556
TFC Financial Management
Massachusetts
$2.58K
CSB
557
City State Bank
Iowa
$2K
AW
558
Avion Wealth
Texas
$2K +$1.49K +20 +83%
KFI
559
Key Financial Inc
Pennsylvania
$1.95K
WPA
560
West Paces Advisors
Georgia
$1.8K
M
561
MOTCO
Texas
$1.64K
MA
562
MCF Advisors
Kentucky
$1.56K
CT
563
Cambridge Trust
Massachusetts
$1.49K +$1.42K +19 New
BIA
564
Bell Investment Advisors
California
$1.33K
TCA
565
Trifecta Capital Advisors
Illinois
$1.09K
RWM
566
Raffa Wealth Management
District of Columbia
$1.02K
Kayne Anderson Rudnick Investment Management
567
Kayne Anderson Rudnick Investment Management
California
$938
TWP
568
TFO Wealth Partners
Ohio
$879 +$522 +7 +117%
CWP
569
Concord Wealth Partners
Virginia
$703
LFA
570
LGT Financial Advisors
Texas
$625 +$596 +8 New
WWM
571
Wolff Wiese Magana
California
$391
PCTC
572
Perkins Coie Trust Company
Washington
$312 +$298 +4 New
IPW
573
Impact Partnership Wealth
Georgia
$78 +$75 +1 New
Jacobs Levy Equity Management
574
Jacobs Levy Equity Management
New Jersey
-$28.3M -418,476 Closed
IAIM
575
International Assets Investment Management
Florida
-$268K -233,647 Closed