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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
451
Bartlett & Co Wealth Management
Ohio
$16.8K -$8.42K -700 -32%
MS
452
Mizuho Securities
Japan
$16.8K +$18K +1,500 New
AF
453
Allworth Financial
California
$16.6K -$4.05K -337 -18%
HF
454
Halpern Financial
Virginia
$16.3K
JWA
455
JFS Wealth Advisors
Pennsylvania
$14.1K
CFD
456
Creative Financial Designs
Indiana
$13.7K +$14.7K +1,225 New
BONH
457
Bank of New Hampshire
New Hampshire
$12.9K
RCG
458
Rock Creek Group
District of Columbia
$11.5K -$6.88K -572 -36%
ICM
459
Islay Capital Management
Texas
$11.2K
PGAM
460
Princeton Global Asset Management
New Jersey
$11.2K
FCG
461
Financial Connections Group
California
$11K
IA
462
IFP Advisors
Florida
$10.5K +$758 +63 +7%
LOIP
463
Live Oak Investment Partners
Texas
$8.94K
ADL
464
Asset Dedication LLC
California
$8.85K +$9.52K +792 New
RFG
465
REAP Financial Group
Texas
$8.63K -$6.07K -505 -40%
HWA
466
HHM Wealth Advisors
Tennessee
$7.82K -$7.97K -663 -49%
SVCP
467
Silicon Valley Capital Partners
California
$7.51K
AWM
468
Avior Wealth Management
Nebraska
$7.37K -$15.2K -1,266 -66%
W
469
WealthCollab
Washington
$6.95K -$9.46K -787 -56%
CB
470
Community Bank
New York
$6.7K
MIM
471
Macroview Investment Management
Maryland
$6.11K +$1.33K +111 +25%
FUBT
472
First United Bank & Trust
Maryland
$5.58K
TCM
473
TruNorth Capital Management
Michigan
$5.58K +$6.01K +500 New
EBA
474
Eagle Bay Advisors
New York
$5.5K
HWP
475
Highline Wealth Partners
California
$5.26K +$5.66K +471 New