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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
526
Wealth Preservation Advisors
Tennessee
$78.1K +$72K +1,500 New
S
527
SignatureFD
Georgia
$76.9K -$16.7K -348 -19%
TIM
528
Tortoise Investment Management
New York
$76.1K +$96 +2 +0.1%
MG
529
Mather Group
Illinois
$73.9K
CWP
530
Concord Wealth Partners
Virginia
$73K
RF
531
Rossby Financial
Florida
$72.9K +$76.8K +1,601 New
CWM
532
Cranbrook Wealth Management
Michigan
$70.1K -$1.44K -30 -2%
CT
533
Colonial Trust
South Carolina
$69K
SWA
534
SOA Wealth Advisors
New York
$68.3K +$192 +4 +0.3%
BBHC
535
Brown Brothers Harriman & Co
New York
$67.7K -$20.9K -435 -25%
CT
536
Caldwell Trust
Florida
$65.1K +$57.6K +1,200 +2,400%
CLOS
537
Compagnie Lombard Odier SCmA
Switzerland
$63.5K -$1.2K -25 -2%
IA
538
IFP Advisors
Florida
$63K
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$61.4K +$240 +5 +0.4%
HI
540
Harbour Investments
Wisconsin
$59.3K +$240 +5 +0.4%
CAM
541
Costello Asset Management
Pennsylvania
$58.7K +$54.1K +1,127 New
PA
542
Parallel Advisors
California
$58.5K -$5.71K -119 -10%
GWM
543
Geneos Wealth Management
Colorado
$58.4K +$1.2K +25 +2%
PMFA
544
Plante Moran Financial Advisors
Michigan
$57.3K
WAG
545
Wiser Advisor Group
Arizona
$56.3K -$163K -3,395 -76%
CA
546
CoreCap Advisors
Michigan
$52.3K +$863 +18 +2%
SSB
547
Sandy Spring Bank
Maryland
$52.1K
AF
548
Abound Financial
California
$52.1K +$48K +1,000 New
BDL
549
Banque de Luxembourg
Luxembourg
$52K -$863 -18 -2%
CIAM
550
Caitong International Asset Management
Hong Kong
$51.9K -$58.7K -1,223 -55%