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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
3401
Provence Wealth Management Group
California
$2.21M +$14.6K +93 +0.6%
TAM
3402
Tucker Asset Management
Colorado
$2.2M +$428K +2,728 +24%
SWMG
3403
Signature Wealth Management Group
Georgia
$2.19M -$90.6K -577 -4%
UWPG
3404
Ullmann Wealth Partners Group
Florida
$2.19M +$250K +1,594 +11%
BBPWM
3405
Blue Bell Private Wealth Management
Pennsylvania
$2.19M -$63.3K -403 -2%
ROC
3406
Running Oak Capital
Minnesota
$2.18M +$2.48M +15,803 New
CGA
3407
Channing Global Advisors
Florida
$2.18M -$198K -1,263 -7%
LOIM
3408
Liberty One Investment Management
Illinois
$2.17M -$1.23M -7,868 -33%
WHC
3409
Wulff, Hansen & Co
California
$2.17M +$274K +1,745 +13%
Capital Fund Management (CFM)
3410
Capital Fund Management (CFM)
France
$2.17M -$1.53M -9,776 -38%
RWM
3411
Raffa Wealth Management
District of Columbia
$2.16M -$2.67K -17 -0.1%
SL
3412
Sentinus LLC
Illinois
$2.16M +$2.45M +15,585 New
SPWM
3413
Spartan Planning & Wealth Management
North Carolina
$2.16M +$2.45M +15,603 New
PG
3414
Prostatis Group
Maryland
$2.16M +$1.06M +6,738 +76%
CFG
3415
CKW Financial Group
Hawaii
$2.15M -$20.7K -132 -0.8%
WFO
3416
Wealthgate Family Office
Colorado
$2.15M +$6.28K +40 +0.3%
FA
3417
Fiducient Advisors
Illinois
$2.15M -$1.76M -11,198 -42%
JTWM
3418
Jackson Thornton Wealth Management
Alabama
$2.15M +$897K +5,717 +58%
CWM
3419
CCG Wealth Management
California
$2.15M +$17.6K +112 +0.7%
SSWG
3420
Seven Springs Wealth Group
Tennessee
$2.15M +$46K +293 +2%
AGP
3421
Autumn Glory Partners
Texas
$2.13M +$1.13M +7,229 +88%
AWM
3422
Avaii Wealth Management
Wisconsin
$2.13M -$153K -973 -6%
PWA
3423
PCG Wealth Advisors
Kansas
$2.13M +$1.23M +7,808 +103%
FCFC
3424
First Citizens Financial Corp
Iowa
$2.13M
MFG
3425
Menard Financial Group
Texas
$2.12M -$347K -2,212 -13%