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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
SHP Wealth Management
Massachusetts
$5.27K +$5.05K +737 +996%
HNW
402
High Note Wealth
Minnesota
$5.26K +$5.55K +809 New
BWA
403
Basecamp Wealth Advisors
Washington
$4.84K +$1.34K +195 +35%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$4.79K – – –
CTC
405
Central Trust Company
Missouri
$4.49K – – –
Rockefeller Capital Management
406
Rockefeller Capital Management
New York
$4.41K -$7.74K -1,129 -62%
AA
407
Addison Advisors
Vermont
$4.4K -$1.45K -212 -24%
JWA
408
JFS Wealth Advisors
Pennsylvania
$3.98K +$295 +43 +8%
LI
409
LRI Investments
Florida
$3.8K +$487 +71 +14%
AWM
410
Activest Wealth Management
Florida
$3.63K -$7.48K -1,090 -66%
BIA
411
Bell Investment Advisors
California
$3.37K -$1K -146 -22%
QC
412
Quent Capital
New York
$3.26K +$1.54K +225 +81%
CMA
413
Cedar Mountain Advisors
Oregon
$3.26K – – –
SS
414
SBI Securities
Japan
$3.12K +$1.27K +185 +63%
PAP
415
Persistent Asset Partners
Hong Kong
$2.69K +$2.84K +414 New
CFO
416
CVA Family Office
Colorado
$2.48K -$4.88K -712 -65%
EWP
417
Elevation Wealth Partners
California
$2.27K -$15K -2,190 -86%
APFP
418
Action Point Financial Planning
Michigan
$2.2K +$2.34K +341 New
TCM
419
Triumph Capital Management
Colorado
$1.95K – – –
SPIA
420
Steward Partners Investment Advisory
New York
$1.92K -$15.1K -2,205 -88%
KFAS
421
Keating Financial Advisory Services
Kansas
$1.79K +$1.85K +270 +5,400%
HWP
422
Highline Wealth Partners
California
$1.63K -$4.86K -709 -74%
KG
423
Kilter Group
New York
$1.63K +$268 +39 +18%
CCMI
424
Creative Capital Management Investments
California
$1.58K +$1.67K +243 New
CFM
425
Cornerstone Financial Management
Massachusetts
$1.49K +$967 +141 +160%