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Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Whittier Trust
California
$2.2K
TWD
352
True Wealth Design
Ohio
$2.06K +$1.48K +11 +367%
AssetMark Inc
353
AssetMark Inc
California
$2.06K -$2.96K -22 -61%
TCOV
354
Trust Company of Vermont
Vermont
$2.06K
CAL
355
Capital Analysts LLC
Pennsylvania
$2K
HI
356
Harbour Investments
Wisconsin
$1.76K +$1.61K +12 New
FMP
357
Financial Management Professionals
Texas
$1.62K
BIA
358
Bell Investment Advisors
California
$1.18K -$2.96K -22 -73%
DPW
359
DiNuzzo Private Wealth
Pennsylvania
$1.18K +$269 +2 +33%
AAS
360
Ameritas Advisory Services
Nebraska
$1.18K +$1.07K +8 New
MCM
361
MV Capital Management
Maryland
$1.03K
TIM
362
Tortoise Investment Management
New York
$1.03K +$134 +1 +17%
HNB
363
Huntington National Bank
Ohio
$954 -$7.39K -55 -89%
CFD
364
Creative Financial Designs
Indiana
$881 -$940 -7 -54%
NRG
365
Nemes Rush Group
Michigan
$881
NFSG
366
Newbridge Financial Services Group
Florida
$881
CH
367
Cromwell Holdings
Wyoming
$881 +$537 +4 +200%
FFO
368
Fortitude Family Office
Arizona
$881 +$806 +6 New
SC
369
SouthState Corp
Florida
$735 -$1.21K -9 -64%
CIA
370
Cape Investment Advisory
Georgia
$734
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$734
TPWA
372
Twin Peaks Wealth Advisors
California
$683 +$537 +4 New
BGAI
373
Bruce G. Allen Investments
Colorado
$588 -$1.88K -14 -78%
PWMG
374
Private Wealth Management Group
New Jersey
$588 -$1.75K -13 -76%
GSWM
375
Golden State Wealth Management
California
$441