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Name Holding Trade Value Shares
Change
Change in
Stake
STB
5101
S&T Bank
Pennsylvania
$909K +$155K +688 +24%
FF
5102
Financial Futures
New Jersey
$907K +$1.81K +8 +0.2%
IPW
5103
IronBridge Private Wealth
Texas
$905K -$2.73M -12,106 -77%
PFA
5104
Petra Financial Advisors
Colorado
$905K +$6.1K +27 +0.8%
WCM
5105
WealthTrak Capital Management
Virginia
$904K +$61.2K +271 +8%
ICM
5106
Ionic Capital Management
New York
$903K +$802K +3,548 New
GC
5107
GatePass Capital
Ohio
$901K +$43.4K +192 +6%
FWM
5108
FSR Wealth Management
Illinois
$901K +$103K +455 +15%
MGWA
5109
Monument Group Wealth Advisors
Massachusetts
$898K -$479K -2,119 -38%
DB
5110
Dravo Bay
Delaware
$898K +$1.35K +6 +0.2%
VFS
5111
Valpey Financial Services
New Hampshire
$897K +$280K +1,240 +54%
HWA
5112
Heritage Wealth Architects
Minnesota
$896K +$226 +1 +0%
IP
5113
Integras Partners
Georgia
$895K -$9.49K -42 -1%
CWMG
5114
Compass Wealth Management (Georgia)
Georgia
$894K +$21.2K +94 +3%
HCRE
5115
Hoya Capital Real Estate
Connecticut
$891K
PM
5116
Phraction Management
Connecticut
$891K
TPW
5117
TL Private Wealth
Texas
$888K +$226 +1 +0%
SS
5118
Sound Stewardship
Kansas
$885K
DCBT
5119
Dakota Community Bank & Trust
North Dakota
$885K +$31.6K +140 +4%
FF
5120
Formulate Financial
Florida
$882K +$783K +3,465 New
LG
5121
LAM Group
Oregon
$881K
SFC
5122
Summit Financial Consulting
Michigan
$879K +$20.3K +90 +3%
UWM
5123
USAdvisors Wealth Management
Minnesota
$878K +$21.7K +96 +3%
VWA
5124
Valued Wealth Advisors
Utah
$877K +$19.2K +85 +3%
WIC
5125
Whitegate Investment Counselors
New Hampshire
$876K +$452 +2 +0.1%