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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
601
Meeder Asset Management
Ohio
$8.76K -$5.2K -29 -39%
SGK
602
Steigerwald Gordon & Koch
Virginia
$8.76K
JWM
603
JPL Wealth Management
Colorado
$8.76K +$8.07K +45 New
M
604
MOTCO
Texas
$8.56K -$896 -5 -10%
RWS
605
Retirement Wealth Solutions
Wisconsin
$8.37K
TC
606
Truvestments Capital
Florida
$8.37K
KFA
607
Kelleher Financial Advisors
New York
$7.78K
RIL
608
Rothschild Investment LLC
Illinois
$7.78K +$1.25K +7 +21%
CA
609
Clearstead Advisors
Ohio
$6.81K -$80.5K -449 -93%
CTC
610
Cetera Trust Company
Minnesota
$6.81K
GEA
611
Glen Eagle Advisors
New Jersey
$6.81K
LSA
612
Leonteq Securities AG
Switzerland
$6.23K -$85.7K -478 -94%
S
613
Sachetta
Massachusetts
$6.23K
OW
614
Olistico Wealth
Oklahoma
$5.84K
CPG
615
Cornerstone Planning Group
New Jersey
$5.6K +$3.94K +22 +440%
CFS
616
CGC Financial Services
Oregon
$4.86K
CT
617
Clearstead Trust
Maine
$4.47K
GFA
618
Godfrey Financial Associates
New York
$4.47K
RWM
619
Rialto Wealth Management
New York
$4.47K +$1.43K +8 +53%
WTA
620
Washington Trust Advisors
Massachusetts
$4.3K +$1.07K +6 +38%
SIC
621
SJS Investment Consulting
Ohio
$4.28K +$538 +3 +16%
RWM
622
Raffa Wealth Management
District of Columbia
$4.09K
CH
623
Cromwell Holdings
Wyoming
$4.09K +$1.07K +6 +40%
DPW
624
DiNuzzo Private Wealth
Pennsylvania
$3.89K
KFG
625
Kingdom Financial Group
Arizona
$3.89K +$3.58K +20 New