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Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
901
United Financial Planning Group
New York
$16K
PWMG
902
Private Wealth Management Group
New Jersey
$15.6K +$3.83K +20 +38%
BCWM
903
Bartlett & Co Wealth Management
Ohio
$15.3K +$4.59K +24 +51%
SWIM
904
Smallwood Wealth Investment Management
New Jersey
$15.1K
JSAM
905
J. Safra Asset Management
New York
$14.5K -$2.87K -15 -18%
FCT
906
First Community Trust
Iowa
$14K
APW
907
Allied Private Wealth
Florida
$13.6K +$13K +68 New
KAS
908
Kemnay Advisory Services
New York
$13.4K +$574 +3 +5%
SWM
909
Spire Wealth Management
Virginia
$13.2K -$6.7K -35 -36%
PWAM
910
Private Wealth Asset Management
Iowa
$13.2K
RWM
911
Raffa Wealth Management
District of Columbia
$12.3K +$765 +4 +8%
WA
912
Westfuller Advisors
New York
$12.1K -$765 -4 -7%
SL
913
Salomon & Ludwin
Virginia
$12K
WFA
914
Wedbush Fund Advisers
California
$11.7K +$10.3K +54 New
SIM
915
Synergy Investment Management
Florida
$11.2K +$191 +1 +2%
KG
916
Kilter Group
New York
$10.8K -$383 -2 -4%
CT
917
Clearstead Trust
Maine
$10.8K
MEG
918
Millstone Evans Group
Colorado
$10.8K
TCM
919
Tradewinds Capital Management
Washington
$10.8K
SGFG
920
Silver Grove Financial Group
New York
$10.6K +$9.37K +49 New
NS
921
NBC Securities
Alabama
$10.6K
SEP
922
Signature Equity Partners
Ohio
$9.72K +$1.72K +9 +25%
LF
923
LifeSteps Financial
California
$9.29K +$8.23K +43 New
DIP
924
DT Investment Partners
Pennsylvania
$9.07K
SC
925
SouthState Corp
Florida
$9.07K +$3.63K +19 +83%