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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
326
Parkside Financial Bank & Trust
Missouri
$6.7K -$5.72K -29 -46%
SA
327
SRH Advisors
Kansas
$6.7K
BWA
328
Basecamp Wealth Advisors
Washington
$6.5K +$6.5K +33 New
QL
329
Quarry LP
New York
$6.3K -$18.3K -93 -74%
PWMA
330
Pension & Wealth Management Advisors
Massachusetts
$6.3K +$6.31K +32 New
GK
331
Graney & King
New York
$6.01K +$197 +1 +3%
BBHC
332
Brown Brothers Harriman & Co
New York
$5.91K -$36.5K -185 -86%
BCM
333
Boreal Capital Management
Florida
$5.91K
OC
334
Oakworth Capital
Alabama
$5.32K +$5.32K +27 New
FHA
335
Flagship Harbor Advisors
Massachusetts
$4.53K +$4.53K +23 New
KFI
336
Key Financial Inc
Pennsylvania
$4.33K
IA
337
IFP Advisors
Florida
$4.33K +$788 +4 +22%
AssetMark Inc
338
AssetMark Inc
California
$4.13K -$788 -4 -16%
AS
339
Altshuler Shaham
Israel
$4.13K +$197 +1 +5%
HNW
340
High Note Wealth
Minnesota
$4.13K +$4.14K +21 New
BFS
341
Bare Financial Services
Pennsylvania
$3.94K +$1.97K +10 +100%
EF
342
Entrust Financial
Pennsylvania
$3.74K +$3.75K +19 New
CPG
343
Cornerstone Planning Group
New Jersey
$3.73K +$3.35K +17 New
NSG
344
Nalls Sherbakoff Group
Tennessee
$3.47K -$32.1K -163 -90%
KFAS
345
Keating Financial Advisory Services
Kansas
$3.35K +$3.35K +17 New
BWL
346
Bogart Wealth LLC
Virginia
$3.15K
W
347
WealthCollab
Washington
$2.36K +$2.37K +12 New
HIW
348
Holos Integrated Wealth
Pennsylvania
$2.36K
SIS
349
Sound Income Strategies
Florida
$2.25K +$2.17K +11 New
MAS
350
MPWM Advisory Solutions
Georgia
$2.17K