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Name Holding Trade Value Shares
Change
Change in
Stake
HHMI
801
Howard Hughes Medical Institute
Maryland
$5.81K +$6.28K +107 New
PWMG
802
Private Wealth Management Group
New Jersey
$5.75K -$12K -205 -66%
CFFP
803
Center for Financial Planning
Michigan
$5.75K
HNB
804
Hilltop National Bank
Wyoming
$5.7K +$6.16K +105 New
MCM
805
Manchester Capital Management
Vermont
$5.59K -$645 -11 -10%
CG
806
Curat Global
New Hampshire
$5.48K
JFG
807
JDM Financial Group
Texas
$5.43K
Q1WB
808
Quest 10 Wealth Builders
Virginia
$4.76K -$59 -1 -1%
ACM
809
Anfield Capital Management
California
$4.67K
ANBT
810
American National Bank & Trust
Texas
$4.45K +$4.81K +82 New
PWMG
811
Prestige Wealth Management Group
New Jersey
$4.23K +$1.29K +22 +39%
S
812
Sachetta
Massachusetts
$3.96K +$1.41K +24 +49%
PWA
813
Physician Wealth Advisors
Utah
$3.91K +$4.22K +72 New
WA
814
Whipplewood Advisors
Colorado
$3.91K +$1.35K +23 +47%
FUBT
815
First United Bank & Trust
Maryland
$3.8K
CFB
816
Cullen/Frost Bankers
Texas
$3.69K +$3.99K +68 New
SO
817
Sierra Ocean
California
$3.64K -$1.17K -20 -23%
WWM
818
Wolff Wiese Magana
California
$3.64K
HI
819
Harbour Investments
Wisconsin
$3.64K +$117 +2 +3%
JSAM
820
J. Safra Asset Management
New York
$3.53K +$3.81K +65 New
RWS
821
Retirement Wealth Solutions
Wisconsin
$3.47K
HIIFS
822
Harel Insurance Investments & Financial Services
Israel
$3K
VWA
823
Valued Wealth Advisors
Utah
$2.93K -$2.29K -39 -42%
CFO
824
CVA Family Office
Colorado
$2.93K -$645 -11 -17%
SL
825
Salomon & Ludwin
Virginia
$2.87K