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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Private Trust Company
Ohio
$5.72K
RF
427
Rossby Financial
Florida
$5.58K
APFP
428
Action Point Financial Planning
Michigan
$5.2K +$5.15K +44 New
WA
429
WPG Advisers
Maryland
$4.57K +$3.4K +29 +414%
FFO
430
Fortitude Family Office
Arizona
$4.44K +$117 +1 +3%
AssetMark Inc
431
AssetMark Inc
California
$4.31K +$1.41K +12 +55%
MAM
432
Meeder Asset Management
Ohio
$4.31K +$3.98K +34 New
AP
433
Aspect Partners
Virginia
$3.83K
VWA
434
Valued Wealth Advisors
Utah
$3.81K
MP
435
McDonald Partners
Ohio
$3.68K +$3.4K +29 New
ZBNA
436
Zions Bancorporation, National Association
Utah
$3.04K
BWA
437
Basecamp Wealth Advisors
Washington
$3.04K +$703 +6 +33%
PWA
438
Physician Wealth Advisors
Utah
$2.92K +$1.41K +12 +109%
CA
439
CoreCap Advisors
Michigan
$2.92K +$2.69K +23 New
EWP
440
Elevation Wealth Partners
California
$2.92K +$2.69K +23 New
HFG
441
Harborfront Financial Group
Michigan
$2.68K +$2.46K +21 New
PWMG
442
Prestige Wealth Management Group
New Jersey
$2.67K
AG
443
AmeriFlex Group
Nevada
$2.54K +$2.34K +20 New
KFAS
444
Keating Financial Advisory Services
Kansas
$2.28K -$1.17K -10 -36%
CH
445
Cromwell Holdings
Wyoming
$2.28K +$937 +8 +80%
MCM
446
Manchester Capital Management
Vermont
$2.16K
CA
447
Clearstead Advisors
Ohio
$2.16K +$234 +2 +13%
BHWM
448
Bay Harbor Wealth Management
Maryland
$1.9K -$117 -1 -6%
BIA
449
Bell Investment Advisors
California
$1.9K
RS
450
Rakuten Securities
Japan
$1.78K +$820 +7 +100%