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Name Holding Trade Value Shares
Change
Change in
Stake
KWS
2901
Keystone Wealth Services
California
$5.77M +$245K +1,069 +4%
VC
2902
Voss Capital
Texas
$5.77M +$5.72M +25,000 New
PWM
2903
Prosperity Wealth Management
California
$5.77M +$354K +1,549 +7%
ANB
2904
Amarillo National Bank
Texas
$5.76M +$58.1K +254 +1%
FDS
2905
Freedom Day Solutions
Texas
$5.75M +$21.3K +93 +0.4%
EPG
2906
Estate Planners Group
Pennsylvania
$5.75M +$5.7M +24,921 New
PB
2907
Pinnacle Bancorp
Nebraska
$5.75M -$412K -1,799 -7%
NG
2908
NatWest Group
United Kingdom
$5.74M +$196K +855 +4%
CIP
2909
Capital Insight Partners
Arizona
$5.73M -$1.3M -5,671 -19%
GRWP
2910
Green Ridge Wealth Planning
New Jersey
$5.73M +$5.68M +24,831 New
AP
2911
Advisors Preferred
Maryland
$5.73M
SAM
2912
Sagewood Asset Management
New York
$5.73M +$5.68M +24,811 New
SCP
2913
Sender Company & Partners
New York
$5.73M -$547K -2,393 -9%
CFFP
2914
Center for Financial Planning
Michigan
$5.72M -$134K -584 -2%
S
2915
Sunpointe
Missouri
$5.72M +$649K +2,836 +13%
RA
2916
Rational Advisors
New York
$5.72M -$1.4M -6,135 -20%
JWA
2917
JFS Wealth Advisors
Pennsylvania
$5.7M +$429K +1,875 +8%
AA
2918
Aire Advisors
California
$5.7M -$888K -3,883 -14%
VU
2919
Vanderbilt University
Tennessee
$5.7M -$804K -3,512 -12%
EWA
2920
Eagle Wealth Advisors
Connecticut
$5.69M +$5.64M +24,661 New
HL
2921
HeadInvest LLC
Maine
$5.69M +$1.33M +5,817 +31%
SCP
2922
Steamboat Capital Partners
New York
$5.68M +$83.3K +364 +2%
WKSWA
2923
White Knight Strategic Wealth Advisors
New Jersey
$5.68M +$349K +1,525 +7%
RAM
2924
Riggs Asset Management
Pennsylvania
$5.68M -$68.9K -301 -1%
ACM
2925
ACT Capital Management
Pennsylvania
$5.68M +$5.63M +24,600 New