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Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
501
Glass Jacobson Investment Advisors
Maryland
$1.16K
SIS
502
Sound Income Strategies
Florida
$1.05K
BWL
503
Bogart Wealth LLC
Virginia
$1.02K -$377 -20 -25%
National Bank of Canada
504
National Bank of Canada
Quebec, Canada
$992 +$980 +52 +743%
CH
505
Cromwell Holdings
Wyoming
$985
PMFA
506
Plante Moran Financial Advisors
Michigan
$968
BHWM
507
Bay Harbor Wealth Management
Maryland
$951 +$509 +27 +93%
KG
508
Kilter Group
New York
$884
PP
509
Paladin Partners
Wisconsin
$850
NL
510
NVWM LLC
Pennsylvania
$816
HWP
511
Highline Wealth Partners
California
$816 +$698 +37 +336%
MWPCG
512
Measured Wealth Private Client Group
New Hampshire
$799
TF
513
Tompkins Financial
New York
$731
IPS
514
Investors Portfolio Services
Washington
$720 +$792 +42 New
BW
515
Basepoint Wealth
Iowa
$703
RWM
516
Raffa Wealth Management
District of Columbia
$680 +$75 +4 +11%
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$663 +$113 +6 +18%
SAM
518
Smartleaf Asset Management
Massachusetts
$662 -$509 -27 -40%
CSC
519
Caldwell Sutter Capital
California
$629
MPW
520
MASECO Private Wealth
$616
HI
521
Hoey Investments
Pennsylvania
$612
AssetMark Inc
522
AssetMark Inc
California
$544
CPG
523
Cornerstone Planning Group
New Jersey
$532 +$547 +29 New
FC
524
Financial Consulate
Maryland
$527
VERPA
525
Virginia Estate & Retirement Planning Advisors
Virginia
$527 +$584 +31 New