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Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Advisornet Financial
Minnesota
$9.68K +$4.67K +80 +113%
PPC
652
Park Place Capital
Alabama
$9.36K
HFS
653
Hantz Financial Services
Michigan
$9K
KFI
654
Key Financial Inc
Pennsylvania
$8.85K +$525 +9 +7%
CPA
655
Capital Performance Advisors
California
$8.57K +$7.82K +134 New
CSC
656
Caldwell Sutter Capital
California
$7.95K
PWMG
657
Private Wealth Management Group
New Jersey
$7.63K +$117 +2 +2%
OC
658
Oarsman Capital
Wisconsin
$7.44K +$6.77K +116 New
CPG
659
Cornerstone Planning Group
New Jersey
$7.1K +$759 +13 +14%
BWP
660
Baldwin Wealth Partners
Massachusetts
$7.05K +$6.42K +110 New
TFGT
661
TS Financial Group (TSFG)
Illinois
$7K
TCM
662
Tradewinds Capital Management
Washington
$6.54K +$5.96K +102 New
WT
663
Washington Trust
Rhode Island
$6.53K -$117 -2 -2%
CFB
664
Cullen/Frost Bankers
Texas
$6.41K -$1.34K -23 -19%
RTL
665
Red Tortoise LLC
Georgia
$6.41K
GSEP
666
Golden State Equity Partners
California
$6.41K +$5.84K +100 New
PMFA
667
Plante Moran Financial Advisors
Michigan
$6.37K
ZB
668
Zions Bancorporation
Utah
$6.03K -$3.62K -62 -40%
SC
669
Stephens Consulting
Michigan
$5.77K
BBHC
670
Brown Brothers Harriman & Co
New York
$5.58K +$3.39K +58 +200%
FFO
671
Fortitude Family Office
Arizona
$5.07K
RWM
672
Raffa Wealth Management
District of Columbia
$5.07K
RCM
673
Raleigh Capital Management
North Carolina
$5.07K +$1.4K +24 +44%
TCOV
674
Trust Company of Vermont
Vermont
$5.07K +$4.61K +79 New
BF
675
BOK Financial
Oklahoma
$4.82K