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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
751
Bartlett & Co Wealth Management
Ohio
$6.47K – – –
CVM
752
Cheviot Value Management
California
$6.47K – – –
PWPS
753
Pinnacle Wealth Planning Services
Ohio
$6.39K +$1.42K +15 +25%
CH
754
Cromwell Holdings
Wyoming
$6.39K +$2.17K +23 +45%
BT
755
Banque Transatlantique
France
$6.3K – – –
TM
756
Torren Management
California
$6.21K – – –
TPCW
757
TD Private Client Wealth
New York
$6.13K +$5.39K +57 +407%
Vanguard National Trust
758
Vanguard National Trust
Pennsylvania
$6.04K – – –
AWM
759
Abound Wealth Management
Tennessee
$5.7K +$95 +1 +2%
RWM
760
Raffa Wealth Management
District of Columbia
$5.61K +$4.25K +45 +225%
NEWAS
761
N.E.W. Advisory Services
Wisconsin
$5.44K – – –
GFA
762
Godfrey Financial Associates
New York
$5.35K – – –
BGAI
763
Bruce G. Allen Investments
Colorado
$5.26K – – –
HC
764
Hurley Capital
New York
$5.01K – – –
PWA
765
Physician Wealth Advisors
Utah
$4.92K +$1.51K +16 +39%
CT
766
Clearstead Trust
Maine
$4.83K -$378 -4 -7%
WETS
767
Wealth Enhancement Trust Services
South Dakota
$4.49K +$4.92K +52 New
MCM
768
Manchester Capital Management
Vermont
$4.4K +$2.36K +25 +96%
CCMI
769
Creative Capital Management Investments
California
$4.4K +$4.82K +51 New
AIP
770
Ameritas Investment Partners
Nebraska
$4.32K -$95 -1 -2%
B
771
Bayban
Minnesota
$4.32K – – –
QPBE
772
Quintet Private Bank (Europe)
Luxembourg
$4.32K – – –
SFCL
773
Strengthening Families & Communities LLC
Massachusetts
$4.32K – – –
MCM
774
MV Capital Management
Maryland
$4.06K +$1.61K +17 +57%
EWM
775
Evolution Wealth Management
Florida
$3.97K – – –