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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Spire Wealth Management
Virginia
$6.19K -$30.8K -395 -84%
BCWM
652
Bartlett & Co Wealth Management
Ohio
$6.19K
BT
653
Banque Transatlantique
France
$6.02K
MSWA
654
Marshall & Sterling Wealth Advisors
New York
$5.69K
DF
655
DecisionPoint Financial
Arizona
$5.53K
MAM
656
Marquette Asset Management
Minnesota
$5.45K +$5.15K +66 New
AWM
657
Abound Wealth Management
Tennessee
$5.36K
NEWAS
658
N.E.W. Advisory Services
Wisconsin
$5.2K
FFO
659
Fortitude Family Office
Arizona
$5.03K -$1.33K -17 -22%
AW
660
Avion Wealth
Texas
$5K +$468 +6 +9%
DWA
661
Delos Wealth Advisors
Texas
$4.95K +$4.68K +60 New
BTC
662
Bank & Trust Company
Illinois
$4.79K
STB
663
S&T Bank
Pennsylvania
$4.21K +$1.48K +19 +59%
AIP
664
Ameritas Investment Partners
Nebraska
$4.13K
BL
665
BFSG LLC
California
$4.13K
QPBE
666
Quintet Private Bank (Europe)
Luxembourg
$4.13K
SFCL
667
Strengthening Families & Communities LLC
Massachusetts
$4.13K
CIAS
668
CBIZ Investment Advisory Services
Ohio
$4.04K -$1.17K -15 -23%
IWM
669
Inlight Wealth Management
Georgia
$3.79K
KFA
670
Kelleher Financial Advisors
New York
$3.71K +$3.51K +45 New
CH
671
Cromwell Holdings
Wyoming
$3.63K
BIA
672
Bell Investment Advisors
California
$3.46K -$4.84K -62 -60%
TFM
673
TFC Financial Management
Massachusetts
$3.38K
GK
674
Graney & King
New York
$3.3K
CFG
675
Clayton Financial Group
Missouri
$3.3K +$3.12K +40 New