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Name Holding Trade Value Shares
Change
Change in
Stake
PS
676
Pinney & Scofield
Massachusetts
$26.6K +$10.7K +86 +62%
ABWM
677
Alpine Bank Wealth Management
Colorado
$26.5K +$27.9K +224 New
CFO
678
CVA Family Office
Colorado
$24.9K +$7.22K +58 +38%
PWMG
679
Prestige Wealth Management Group
New Jersey
$24.8K – – –
GKIM
680
GW&K Investment Management
Massachusetts
$24K -$747 -6 -3%
TCOT
681
Trust Company of Toledo
Ohio
$23.8K +$25K +201 New
SAM
682
Smartleaf Asset Management
Massachusetts
$23.6K – – –
PUI
683
Purpose Unlimited Inc
$23.2K +$24.3K +195 New
APFP
684
Action Point Financial Planning
Michigan
$22.9K +$24.4K +196 New
TC
685
Truvestments Capital
Florida
$22.8K -$3.36K -27 -12%
VCM
686
Versant Capital Management
Arizona
$22.8K +$872 +7 +4%
SIC
687
SJS Investment Consulting
Ohio
$21.6K +$17.7K +142 +346%
CA
688
Crewe Advisors
Utah
$21.5K -$3.24K -26 -13%
ZBNA
689
Zions Bancorporation, National Association
Utah
$21K -$16.1K -129 -42%
PCTC
690
Perkins Coie Trust Company
Washington
$20.2K – – –
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.7K – – –
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$17.3K -$3.11K -25 -15%
NFSG
693
Newbridge Financial Services Group
Florida
$16.7K – – –
PB
694
Pinnacle Bancorp
Nebraska
$15.8K – – –
BWS
695
Buck Wealth Strategies
Colorado
$15.7K +$16.6K +133 New
CPG
696
Cornerstone Planning Group
New Jersey
$15.5K -$3.36K -27 -18%
FFO
697
Fortitude Family Office
Arizona
$14.7K +$872 +7 +6%
MCM
698
MV Capital Management
Maryland
$14.3K +$623 +5 +4%
SL
699
Salomon & Ludwin
Virginia
$14.1K -$249 -2 -2%
SWM
700
Spire Wealth Management
Virginia
$13.7K +$10.7K +86 +287%