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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
401
Trust Company of Vermont
Vermont
$45.8K +$33.8K +510 New
AWM
402
Activest Wealth Management
Florida
$44.9K -$99.3K -1,500 -75%
RS
403
Rakuten Securities
Japan
$43K +$31.7K +479 New
GSWM
404
Golden State Wealth Management
California
$40.8K +$30.1K +454 New
NA
405
NewEdge Advisors
Louisiana
$40.4K +$6.62K +100 +29%
BFS
406
Bare Financial Services
Pennsylvania
$40.2K +$15.4K +232 +107%
PWAM
407
Private Wealth Asset Management
Iowa
$37.6K
S
408
SignatureFD
Georgia
$33.5K -$5.83K -88 -19%
EWP
409
Elevation Wealth Partners
California
$31.6K +$21.1K +318 +935%
AWM
410
Aberdeen Wealth Management
Illinois
$29.9K +$22K +333 New
IA
411
IFP Advisors
Florida
$29.7K +$66 +1 +0.3%
TWD
412
True Wealth Design
Ohio
$24.4K -$265 -4 -1%
PB
413
Pinnacle Bancorp
Nebraska
$24.3K -$9.87K -149 -35%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$22.1K
RIL
415
Rothschild Investment LLC
Illinois
$19K +$331 +5 +2%
CTA
416
Colonial Trust Advisors
South Carolina
$18.2K
PTC
417
Private Trust Company
Ohio
$18.2K +$4.17K +63 +45%
EP
418
Essential Partners
California
$17.9K -$3.77K -57 -22%
C
419
Covestor
United Kingdom
$16K +$728 +11 +7%
BTI
420
Blue Trust Inc
Georgia
$14.3K +$10.5K +158 +15,800%
KFAS
421
Keating Financial Advisory Services
Kansas
$14.1K +$993 +15 +11%
AssetMark Inc
422
AssetMark Inc
California
$14.1K +$7.62K +115 +274%
PA
423
Parallel Advisors
California
$13.7K
HI
424
Harbour Investments
Wisconsin
$13.7K +$7.28K +110 +256%
SIC
425
SJS Investment Consulting
Ohio
$13.4K +$265 +4 +3%