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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
501
Fourth Dimension Wealth
Ohio
$1.83K
CCMI
502
Creative Capital Management Investments
California
$1.74K +$1.62K +61 New
NL
503
NVWM LLC
Pennsylvania
$1.66K
BHWM
504
Bay Harbor Wealth Management
Maryland
$1.63K +$372 +14 +33%
JWM
505
JPL Wealth Management
Colorado
$1.54K +$1.44K +54 New
T
506
Tidemark
California
$1.51K
HWP
507
Highline Wealth Partners
California
$1.49K
CLOS
508
Compagnie Lombard Odier SCmA
Switzerland
$1.43K
FC
509
Fairscale Capital
New Hampshire
$1.43K
AEPWM
510
Atlantic Edge Private Wealth Management
Florida
$1.43K +$1.33K +50 New
WIM
511
Westside Investment Management
California
$1.37K
SHIM
512
Stone House Investment Management
Pennsylvania
$1.37K +$213 +8 +20%
RF
513
Rossby Financial
Florida
$1.37K +$532 +20 +71%
FPF
514
First Pacific Financial
Washington
$1.31K
TPCW
515
TD Private Client Wealth
New York
$1.23K
TFA
516
Transamerica Financial Advisors
Florida
$1.23K +$479 +18 +72%
VNA
517
Valley National Advisers
Pennsylvania
$1.17K +$1.09K +41 New
SIC
518
Salem Investment Counselors
North Carolina
$1.14K
MWM
519
Mosley Wealth Management
California
$1.14K +$1.06K +40 New
SC
520
SouthState Corp
Florida
$1.03K +$160 +6 +20%
Bessemer Group
521
Bessemer Group
New Jersey
$1K
CTB
522
Country Trust Bank
Illinois
$1K
WFA
523
West Financial Advisors
Iowa
$972 +$904 +34 New
PS
524
PayPay Securities
Japan
$943 -$346 -13 -28%
TFM
525
TFC Financial Management
Massachusetts
$858