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Name Holding Trade Value Shares
Change
Change in
Stake
PB
1326
Pinnacle Bancorp
Nebraska
$20.1K +$3.38K +7 +22%
BHWM
1327
Bay Harbor Wealth Management
Maryland
$19.6K +$3.38K +7 +23%
Raffa Wealth Management
1328
Raffa Wealth Management
District of Columbia
$19.6K +$4.34K +9 +31%
CFM
1329
Cornerstone Financial Management
Massachusetts
$19.6K +$8.2K +17 +81%
GHP Investment Advisors
1330
GHP Investment Advisors
Colorado
$18K – – –
WA
1331
Whipplewood Advisors
Colorado
$18K -$167K -345 -91%
KFG
1332
Kingdom Financial Group
Arizona
$18K -$40.1K -83 -70%
Montag & Associates
1333
Montag & Associates
Georgia
$17.1K +$483 +1 +3%
PWMG
1334
Prestige Wealth Management Group
New Jersey
$16.5K +$1.45K +3 +10%
Quarry LP
1335
Quarry LP
New York
$15.5K -$43.4K -90 -75%
EWM
1336
Evolution Wealth Management
Florida
$15.5K – – –
VWA
1337
Valued Wealth Advisors
Utah
$15.5K +$965 +2 +7%
HNW
1338
High Note Wealth
Minnesota
$15.5K +$2.41K +5 +20%
AFC
1339
Ares Financial Consulting
California
$15.5K +$4.83K +10 +50%
BFS
1340
Bare Financial Services
Pennsylvania
$15.5K +$13K +27 +900%
Heritage Wealth Advisors
1341
Heritage Wealth Advisors
Virginia
$15.4K -$1.45K -3 -9%
DiNuzzo Private Wealth
1342
DiNuzzo Private Wealth
Pennsylvania
$14.9K – – –
Clearstead Trust
1343
Clearstead Trust
Maine
$14.9K +$2.9K +6 +26%
NB
1344
NBH Bank
Colorado
$14.9K +$14K +29 New
VR
1345
Vision Retirement
New Jersey
$14.9K – – –
Wealth Enhancement Trust Services
1346
Wealth Enhancement Trust Services
South Dakota
$14.7K – – –
SJS Investment Consulting
1347
SJS Investment Consulting
Ohio
$14.4K -$1.93K -4 -13%
Country Trust Bank
1348
Country Trust Bank
Illinois
$14.4K – – –
Allianz
1349
Allianz
Germany
$13.9K -$937K -1,942 -99%
BWM
1350
Bernard Wealth Management
Michigan
$13.4K – – –