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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
426
Versant Capital Management
Arizona
$5.84K -$937 -8 -15%
PTC
427
Private Trust Company
Ohio
$5.72K – – –
RF
428
Rossby Financial
Florida
$5.58K – – –
APFP
429
Action Point Financial Planning
Michigan
$5.2K +$5.15K +44 New
WA
430
WPG Advisers
Maryland
$4.57K +$3.4K +29 +414%
FFO
431
Fortitude Family Office
Arizona
$4.44K +$117 +1 +3%
AssetMark Inc
432
AssetMark Inc
California
$4.31K +$1.41K +12 +55%
MAM
433
Meeder Asset Management
Ohio
$4.31K +$3.98K +34 New
AP
434
Aspect Partners
Virginia
$3.83K – – –
VWA
435
Valued Wealth Advisors
Utah
$3.81K – – –
MP
436
McDonald Partners
Ohio
$3.68K +$3.4K +29 New
ZBNA
437
Zions Bancorporation, National Association
Utah
$3.04K – – –
BWA
438
Basecamp Wealth Advisors
Washington
$3.04K +$703 +6 +33%
PWA
439
Physician Wealth Advisors
Utah
$2.92K +$1.41K +12 +109%
CA
440
CoreCap Advisors
Michigan
$2.92K +$2.69K +23 New
EWP
441
Elevation Wealth Partners
California
$2.92K +$2.69K +23 New
HFG
442
Harborfront Financial Group
Michigan
$2.68K +$2.46K +21 New
PWMG
443
Prestige Wealth Management Group
New Jersey
$2.67K – – –
AG
444
AmeriFlex Group
Nevada
$2.54K +$2.34K +20 New
KFAS
445
Keating Financial Advisory Services
Kansas
$2.28K -$1.17K -10 -36%
CH
446
Cromwell Holdings
Wyoming
$2.28K +$937 +8 +80%
MCM
447
Manchester Capital Management
Vermont
$2.16K – – –
CA
448
Clearstead Advisors
Ohio
$2.16K +$234 +2 +13%
BHWM
449
Bay Harbor Wealth Management
Maryland
$1.9K -$117 -1 -6%
BIA
450
Bell Investment Advisors
California
$1.9K – – –