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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
Aquatic Capital Management
Illinois
$25.6K +$25.9K +500 New
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$25.2K
NSIM
503
North Star Investment Management
Illinois
$21.4K +$52 +1 +0.2%
SIS
504
Sound Income Strategies
Florida
$21.3K +$155 +3 +0.7%
BWP
505
Baldwin Wealth Partners
Massachusetts
$20.4K
SWM
506
Sugarloaf Wealth Management
Georgia
$20.4K
RA
507
Rise Advisors
New York
$20.1K -$21.7K -420 -52%
LSA
508
Leonteq Securities AG
Switzerland
$20.1K -$5.54K -107 -21%
W
509
WealthCollab
Washington
$18.9K
PWMG
510
Private Wealth Management Group
New Jersey
$17.5K -$9.37K -181 -35%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$17.2K -$3.57K -69 -17%
TPCW
512
TD Private Client Wealth
New York
$16.2K
BIA
513
Bell Investment Advisors
California
$16.2K +$1.03K +20 +7%
HWA
514
Heritage Wealth Advisors
Virginia
$15.5K
HGA
515
Hobbs Group Advisors
South Carolina
$15.3K +$15.5K +300 New
NCM
516
Northwest Capital Management
Oregon
$14.8K
CTWM
517
Cherry Tree Wealth Management
Minnesota
$14.5K
FFA
518
Frazier Financial Advisors
Ohio
$14.5K +$8.95K +173 +157%
CAS
519
Coppell Advisory Solutions
Texas
$13.4K +$13.6K +262 New
HCM
520
Hollencrest Capital Management
California
$11.9K +$103 +2 +0.9%
JWA
521
JFS Wealth Advisors
Pennsylvania
$11.4K -$155 -3 -1%
CMP
522
Coston McIsaac & Partners
Maine
$11K
RIL
523
Rothschild Investment LLC
Illinois
$10.7K +$10.8K +209 New
ADL
524
Asset Dedication LLC
California
$10.4K
SWA
525
SOA Wealth Advisors
New York
$10K -$1.34K -26 -12%