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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
401
Global Wealth Management Investment Advisory
Florida
$1.76K +$1.61K +35 New
HIA
402
Harbor Investment Advisory
Maryland
$1.71K
FFA
403
Farther Finance Advisors
California
$1.46K +$690 +15 +107%
KSWA
404
Kathleen S. Wright Associates
Pennsylvania
$1.36K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$1.36K +$1.24K +27 New
UFF
406
USA Financial Formulas
Michigan
$1.31K
SIC
407
SJS Investment Consulting
Ohio
$1.21K +$276 +6 +33%
GIA
408
GHP Investment Advisors
Colorado
$1.13K
AF
409
Advisornet Financial
Minnesota
$1.05K +$92 +2 +11%
CPG
410
Cornerstone Planning Group
New Jersey
$1K +$920 +20 New
BTI
411
Blue Trust Inc
Georgia
$1K -$966 -21 -57%
BG
412
Bollard Group
Massachusetts
$1K +$690 +15 New
RWM
413
Raffa Wealth Management
District of Columbia
$955
CB
414
CNB Bank
Pennsylvania
$804 -$368 -8 -33%
PO
415
Private Ocean
California
$603
FP
416
Financial Perspectives
Minnesota
$553
CFO
417
CVA Family Office
Colorado
$503
HCM
418
Hollencrest Capital Management
California
$503 +$460 +10 New
CFGS
419
Concourse Financial Group Securities
Alabama
$402 -$4.64K -101 -93%
BBHC
420
Brown Brothers Harriman & Co
New York
$352
OIA
421
Optimum Investment Advisors
Illinois
$201
TWD
422
True Wealth Design
Ohio
$101
AWM
423
Abound Wealth Management
Tennessee
$101 +$92 +2 New
HNB
424
Huntington National Bank
Ohio
$50
SCA
425
Southpoint Capital Advisors
New York
-$44.5M -1,000,000 Closed