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Name Holding Trade Value Shares
Change
Change in
Stake
BONH
1151
Bank of New Hampshire
New Hampshire
$14.9K – – –
RWM
1152
Raffa Wealth Management
District of Columbia
$13.9K +$1.29K +4 +11%
PWMG
1153
Prestige Wealth Management Group
New Jersey
$13.6K -$3.55K -11 -21%
LWM
1154
Lodestone Wealth Management
Washington
$13.6K – – –
MS
1155
Monetary Solutions
Ohio
$13.3K – – –
SC
1156
SouthState Corp
Florida
$12.6K -$4.84K -15 -28%
HWP
1157
Highline Wealth Partners
California
$12.3K +$2.26K +7 +23%
NWS
1158
Nvest Wealth Strategies
Ohio
$11.9K +$1.29K +4 +13%
KG
1159
Kilter Group
New York
$11.9K +$1.94K +6 +20%
PB
1160
Prosperity Bancshares
Texas
$11.6K – – –
CA
1161
CoreCap Advisors
Michigan
$11.6K +$968 +3 +9%
OAJ
1162
Ogorek Anthony Joseph
New York
$11K -$323 -1 -3%
CTWM
1163
Cherry Tree Wealth Management
Minnesota
$10.9K – – –
DWM
1164
Dogwood Wealth Management
Kansas
$10.9K +$6.13K +19 +136%
WA
1165
Westfuller Advisors
New York
$10.4K -$3.55K -11 -26%
PGAM
1166
Princeton Global Asset Management
New Jersey
$10.3K +$968 +3 +11%
BHWM
1167
Bay Harbor Wealth Management
Maryland
$10.3K +$2.58K +8 +35%
AW
1168
Avion Wealth
Texas
$10K -$1.29K -4 -11%
AFG
1169
Albion Financial Group
Utah
$9.95K – – –
CT
1170
Coastline Trust
Rhode Island
$9.95K – – –
SIM
1171
Synergy Investment Management
Florida
$9.35K +$4.84K +15 +136%
B
1172
Bayban
Minnesota
$9.29K – – –
BCWM
1173
Bartlett & Co Wealth Management
Ohio
$9.29K +$3.55K +11 +65%
BWL
1174
Bogart Wealth LLC
Virginia
$8.96K +$5.81K +18 +200%
DCM
1175
Davis Capital Management
Florida
$8.96K +$8.06K +25 +1,250%