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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$18.8K -$6.45K -86 -26%
BI
602
Binnacle Investments
Iowa
$18.8K +$2.55K +34 +16%
EWM
603
Evolution Wealth Management
Florida
$18.7K
HCM
604
Hollencrest Capital Management
California
$18.7K +$150 +2 +0.8%
BIA
605
Bell Investment Advisors
California
$17.8K -$9.22K -123 -35%
CMP
606
Coston McIsaac & Partners
Maine
$17K
JWA
607
JFS Wealth Advisors
Pennsylvania
$16.7K
RF
608
Rossby Financial
Florida
$14.2K +$1.65K +22 +14%
CTWM
609
Cherry Tree Wealth Management
Minnesota
$13.9K
ADL
610
Asset Dedication LLC
California
$13.2K
AAG
611
Armstrong Advisory Group
Massachusetts
$13K
GBT
612
Grove Bank & Trust
Florida
$11.9K
HFS
613
Hopwood Financial Services
Virginia
$11.7K
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$10.9K
GA
615
GoalVest Advisory
New York
$10.9K
KA
616
Kozak & Associates
Colorado
$10.7K +$150 +2 +1%
NOI
617
Newton One Investments
Delaware
$10.7K +$75 +1 +0.7%
FFO
618
Fortitude Family Office
Arizona
$9.49K
CT
619
Clearstead Trust
Maine
$8.09K -$1.05K -14 -12%
SL
620
Salomon & Ludwin
Virginia
$7.86K +$7.42K +99 New
MSG
621
Main Street Group
Virginia
$7.86K +$7.57K +101 New
PP
622
Pingora Partners
Wyoming
$7.78K
Optiver Holding
623
Optiver Holding
Netherlands
$7.7K +$7.04K +94 +1,880%
TFA
624
Transamerica Financial Advisors
Florida
$6.7K +$6.52K +87 New
NFSG
625
Newbridge Financial Services Group
Florida
$6.69K