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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
601
Hilltop National Bank
Wyoming
$7.02K +$6.96K +90 New
WIM
602
Westside Investment Management
California
$6.63K
RA
603
Rise Advisors
New York
$6.24K
EAM
604
Eukles Asset Management
Ohio
$6.24K +$6.18K +80 New
FFO
605
Fortitude Family Office
Arizona
$6.08K +$6.03K +78 New
BCWM
606
Bartlett & Co Wealth Management
Ohio
$5.85K
BT
607
Banque Transatlantique
France
$5.69K +$5.64K +73 New
MSWA
608
Marshall & Sterling Wealth Advisors
New York
$5.38K
CVM
609
Cheviot Value Management
California
$5.37K -$1.93K -25 -25%
DF
610
DecisionPoint Financial
Arizona
$5.28K
AWM
611
Abound Wealth Management
Tennessee
$5.07K
PWA
612
Physician Wealth Advisors
Utah
$5.07K +$1.08K +14 +27%
Bessemer Group
613
Bessemer Group
New Jersey
$5K
OAJ
614
Ogorek Anthony Joseph
New York
$5K +$4.17K +54 +415%
CIAS
615
CBIZ Investment Advisory Services
Ohio
$4.99K +$2.17K +28 +78%
NEWAS
616
N.E.W. Advisory Services
Wisconsin
$4.91K
BGAI
617
Bruce G. Allen Investments
Colorado
$4.76K -$7.27K -94 -61%
TPWA
618
Twin Peaks Wealth Advisors
California
$4.69K +$5.18K +67 New
BTC
619
Bank & Trust Company
Illinois
$4.52K
MWM
620
Mascoma Wealth Management
New Hampshire
$4.29K -$2.86K -37 -40%
AA
621
Addison Advisors
Vermont
$4.29K +$4.25K +55 New
AG
622
AmeriFlex Group
Nevada
$4.23K
DWM
623
Dogwood Wealth Management
Kansas
$4.1K +$4.1K +53 New
AW
624
Avion Wealth
Texas
$4K +$387 +5 +8%
AIP
625
Ameritas Investment Partners
Nebraska
$3.9K