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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
326
True Wealth Design
Ohio
$13.8K
CWA
327
Carolina Wealth Advisors
South Carolina
$13.8K +$14.2K +86 New
AAP
328
Arax Advisory Partners
Colorado
$12.1K +$165 +1 +1%
RS
329
Rakuten Securities
Japan
$12.1K +$12.4K +75 New
RIL
330
Rothschild Investment LLC
Illinois
$9.02K +$3.47K +21 +60%
HFS
331
Hughes Financial Services
Virginia
$8.21K -$16.4K -99 -66%
BSB
332
Bangor Savings Bank
Maine
$8.05K
SRCM
333
Signature Resources Capital Management
California
$8.05K
IA
334
IFP Advisors
Florida
$6.92K
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$5.96K -$1.49K -9 -20%
EWM
336
Evolution Wealth Management
Florida
$5.96K +$6.12K +37 New
BFS
337
Bare Financial Services
Pennsylvania
$5.31K +$5.45K +33 New
SIS
338
Sound Income Strategies
Florida
$5.22K
CWM
339
Copia Wealth Management
Oregon
$4.19K
HI
340
Harbour Investments
Wisconsin
$3.88K -$44.3K -268 -91%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$3.54K +$1.16K +7 +47%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$3.06K +$1.98K +12 +171%
CFO
343
CVA Family Office
Colorado
$3.06K +$2.15K +13 +217%
SFG
344
Strive Financial Group
Indiana
$3K
BIA
345
Bell Investment Advisors
California
$2.9K +$496 +3 +20%
BWA
346
Basecamp Wealth Advisors
Washington
$2.74K +$2.81K +17 New
JWA
347
JFS Wealth Advisors
Pennsylvania
$2.25K +$661 +4 +40%
TPWA
348
Twin Peaks Wealth Advisors
California
$2.25K +$2.31K +14 New
PFBT
349
Parkside Financial Bank & Trust
Missouri
$1.93K -$661 -4 -25%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$1.93K +$1.98K +12 New