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AvePoint

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$3.22K +$1.87K +166 +96%
TM
227
Torren Management
California
$2.81K -$3.25K -289 -49%
HNB
228
Huntington National Bank
Ohio
$2.58K +$3.05K +271 New
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$2.33K +$1.51K +134 +121%
PWA
230
Physician Wealth Advisors
Utah
$1.88K +$1.81K +161 +435%
HI
231
Harbour Investments
Wisconsin
$1.77K +$1.08K +96 +107%
BWA
232
Basecamp Wealth Advisors
Washington
$1.56K
SS
233
SBI Securities
Japan
$1.47K +$135 +12 +8%
WPA
234
Wealth Preservation Advisors
Tennessee
$1.44K +$1.7K +151 New
QL
235
Quarry LP
New York
$1.23K -$12.1K -1,072 -89%
Bessemer Group
236
Bessemer Group
New Jersey
$1K
AW
237
Avion Wealth
Texas
$1K +$1.78K +158 +405%
MCM
238
MAI Capital Management
Ohio
$619 +$732 +65 New
PFBT
239
Parkside Financial Bank & Trust
Missouri
$571 +$676 +60 New
CFB
240
Cullen/Frost Bankers
Texas
$504 -$7.6K -675 -93%
CFM
241
Cornerstone Financial Management
Massachusetts
$504 +$79 +7 +15%
TPCW
242
TD Private Client Wealth
New York
$466
SIC
243
SJS Investment Consulting
Ohio
$324 +$169 +15 +79%
KFAS
244
Keating Financial Advisory Services
Kansas
$304 +$124 +11 +52%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$276 +$327 +29 New
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$247 +$293 +26 New
GFA
247
Godfrey Financial Associates
New York
$238
PWAM
248
Private Wealth Asset Management
Iowa
$190
SS
249
Sunbelt Securities
Texas
$190 +$34 +3 +18%
TPWA
250
Twin Peaks Wealth Advisors
California
$171 +$203 +18 New