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Name Holding Trade Value Shares
Change
Change in
Stake
MG
501
Mather Group
Illinois
$37.7K +$24.4K +385 +155%
TFM
502
TFC Financial Management
Massachusetts
$36.8K -$1.84K -29 -4%
EWP
503
Elevation Wealth Partners
California
$35.8K
1M
504
1248 Management
Missouri
$34.3K +$36.6K +577 New
EDRH
505
Edmond de Rothschild Holding
Switzerland
$32.9K -$74.3K -1,173 -68%
SIM
506
Sentry Investment Management
Wisconsin
$31K -$11.3K -179 -23%
IA
507
IFP Advisors
Florida
$29.4K +$8.62K +136 +38%
CT
508
Clearstead Trust
Maine
$29.3K -$1.46K -23 -4%
ZBNA
509
Zions Bancorporation, National Association
Utah
$26.3K +$28K +442 New
EWA
510
EverSource Wealth Advisors
Alabama
$24.5K +$18.4K +290 +240%
SN
511
Sittner & Nelson
Oregon
$24.5K
CA
512
Crewe Advisors
Utah
$22.2K
PMAM
513
Picton Mahoney Asset Management
Ontario, Canada
$21K -$15.1K -238 -40%
AS
514
Altshuler Shaham
Israel
$20.3K +$21.6K +341 New
SWM
515
Spire Wealth Management
Virginia
$19.8K -$26.5K -418 -56%
SS
516
SBI Securities
Japan
$19K -$634 -10 -3%
HNW
517
High Note Wealth
Minnesota
$19K
PWA
518
Physician Wealth Advisors
Utah
$17.9K
TFIPS
519
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.9K
PFBT
520
Parkside Financial Bank & Trust
Missouri
$17.4K +$2.22K +35 +14%
GKIM
521
GW&K Investment Management
Massachusetts
$15K +$15.8K +249 New
CA
522
Clearstead Advisors
Ohio
$14.2K +$2.09K +33 +16%
HI
523
Harbour Investments
Wisconsin
$14K
CFO
524
CVA Family Office
Colorado
$13.7K +$3.8K +60 +35%
TWD
525
True Wealth Design
Ohio
$12.9K -$317 -5 -2%