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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
2876
Pacific Center for Financial Services
California
$123K +$950 +20 +0.8%
MSG
2877
Main Street Group
Virginia
$121K -$94.3K -1,987 -44%
CPG
2878
Cornerstone Planning Group
New Jersey
$118K +$73.2K +1,542 +142%
BBPWM
2879
Blue Bell Private Wealth Management
Pennsylvania
$117K +$7.98K +168 +7%
CCC
2880
Chelsea Counsel Company
California
$116K -$7.36K -155 -6%
FC
2881
Family CFO
California
$115K
SWM
2882
Sugarloaf Wealth Management
Georgia
$115K +$47 +1 +0%
GJWM
2883
Gilliland Jeter Wealth Management
Arkansas
$115K -$51.9K -1,094 -31%
SA
2884
SRH Advisors
Kansas
$114K -$4.13K -87 -3%
UWS
2885
Unique Wealth Strategies
Illinois
$114K +$108K +2,281 New
PIM
2886
Platinum Investment Management
Australia
$111K +$12.2K +257 +12%
HFM
2887
Hartford Financial Management
Connecticut
$110K -$14.2K -300 -11%
FCMT
2888
Founders Capital Management (Texas)
Texas
$109K -$7.08K -149 -6%
RP
2889
Rowlandmiller & Partners
Georgia
$108K
MWM
2890
Mascoma Wealth Management
New Hampshire
$107K -$24.5K -517 -19%
WAM
2891
WFA Asset Management
Wisconsin
$107K +$902 +19 +0.9%
W
2892
WealthCollab
Washington
$104K +$3.18K +67 +3%
PWMG
2893
Private Wealth Management Group
New Jersey
$103K -$27.7K -584 -21%
NECFA
2894
New England Capital Financial Advisors
Connecticut
$103K +$6.74K +142 +7%
DWA
2895
Dougherty Wealth Advisers
Minnesota
$102K
BIA
2896
Bell Investment Advisors
California
$101K -$9.31K -196 -8%
GWMI
2897
Guardian Wealth Management (Illinois)
Illinois
$101K -$32.2K -678 -24%
CTB
2898
Country Trust Bank
Illinois
$99.8K -$44.8K -943 -31%
KFS
2899
Kelly Financial Services
Massachusetts
$98K +$18.5K +389 +23%
IWA
2900
IBEX Wealth Advisors
New Jersey
$95.4K +$95.4K +2,009 New