Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
626
Institute for Wealth Management
Colorado
$18.3K +$18.3K +55 New
OCWP
627
Owl Creek Wealth Partners
Colorado
$18K -$2.99K -9 -14%
AWM
628
Activest Wealth Management
Florida
$17.3K +$8.64K +26 +100%
APFP
629
Action Point Financial Planning
Michigan
$16K +$16.6K +50 New
GWM
630
Geneos Wealth Management
Colorado
$16K – – –
CA
631
Continuum Advisory
Idaho
$15.7K +$15.6K +47 New
CT
632
Colonial Trust
South Carolina
$14.3K – – –
YDMI
633
Y.D. More Investments
Israel
$14K -$996 -3 -7%
EWP
634
Elevation Wealth Partners
California
$13.3K +$9.3K +28 +233%
SWM
635
Spire Wealth Management
Virginia
$12.3K – – –
Walleye Capital
636
Walleye Capital
New York
$12.3K +$12.3K +37 New
CA
637
Crewe Advisors
Utah
$11.3K +$2.33K +7 +26%
CMA
638
Cedar Mountain Advisors
Oregon
$11.3K – – –
Vanguard National Trust
639
Vanguard National Trust
Pennsylvania
$11K – – –
S
640
Sachetta
Massachusetts
$11K +$5.31K +16 +94%
OC
641
Oakworth Capital
Alabama
$10.6K – – –
SGK
642
Steigerwald Gordon & Koch
Virginia
$10.3K – – –
AG
643
AmeriFlex Group
Nevada
$9.66K +$9.63K +29 New
KG
644
Kilter Group
New York
$9.33K – – –
CWM
645
Consultiva Wealth Management
Puerto Rico
$9K – – –
SGFG
646
Silver Grove Financial Group
New York
$8.66K +$8.64K +26 New
MPW
647
MASECO Private Wealth
$8.33K – – –
BIA
648
Bell Investment Advisors
California
$8.33K +$332 +1 +4%
CFM
649
Cornerstone Financial Management
Massachusetts
$8.33K +$3.32K +10 +67%
BF
650
BOK Financial
Oklahoma
$8.33K +$8.3K +25 New