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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
401
Financial Management Professionals
Texas
$17.9K +$1.73K +14 +10%
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$17.5K
SAM
403
Smartleaf Asset Management
Massachusetts
$17.4K
PWMG
404
Prestige Wealth Management Group
New Jersey
$16.9K
UCB
405
United Community Bank
South Carolina
$15.4K
EB
406
Eastern Bank
Massachusetts
$15.3K +$16.6K +134 New
Q1WB
407
Quest 10 Wealth Builders
Virginia
$13.7K
CIAM
408
Caitong International Asset Management
Hong Kong
$13.1K +$14.2K +115 New
VL
409
Vima LLC
Michigan
$12.6K +$13.6K +110 New
HIC
410
Hamrick Investment Counsel
Washington
$12.3K
HIA
411
Harbor Investment Advisory
Maryland
$12K -$11.1K -90 -46%
AWM
412
Activest Wealth Management
Florida
$11.7K -$24.5K -198 -66%
HNB
413
Huntington National Bank
Ohio
$11.5K
CFD
414
Creative Financial Designs
Indiana
$11.4K -$12.4K -100 -50%
AG
415
AmeriFlex Group
Nevada
$11.4K
LFASL
416
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4K
SWM
417
Spire Wealth Management
Virginia
$11.4K
AIM
418
Axiom Investment Management
New York
$11.4K +$12.4K +100 New
MI
419
Markowski Investments
Florida
$11.4K +$12.4K +100 New
Bessemer Group
420
Bessemer Group
New Jersey
$11K +$12.4K +100 New
PF
421
PlanVest Financial
Maryland
$9.94K
FGA
422
Fortis Group Advisors
New Jersey
$9.14K
EWP
423
Elevation Wealth Partners
California
$8.46K +$4.21K +34 +85%
SIS
424
Strategic Investment Solutions
Illinois
$8.34K
TFGT
425
TS Financial Group (TSFG)
Illinois
$8K