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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
1301
Caitong International Asset Management
Hong Kong
$55.2K +$30.5K +143 +113%
KFI
1302
Key Financial Inc
Pennsylvania
$55K -$15.8K -74 -22%
PPC
1303
Park Place Capital
Alabama
$54K -$23.9K -112 -30%
FMB
1304
Field & Main Bank
Kentucky
$53.4K – – –
CA
1305
Crewe Advisors
Utah
$51.9K +$54K +253 New
CJ
1306
Caitlin John
Michigan
$49.3K +$51.3K +240 New
PMFA
1307
Plante Moran Financial Advisors
Michigan
$49.3K – – –
BOJHT
1308
Bank of Jackson Hole Trust
Wyoming
$48.4K – – –
BGA
1309
Battery Global Advisors
Massachusetts
$48.2K +$214 +1 +0.4%
NFSG
1310
Newbridge Financial Services Group
Florida
$46.8K -$9.61K -45 -16%
VWA
1311
VSM Wealth Advisory
Maryland
$45.2K – – –
BWL
1312
Bogart Wealth LLC
Virginia
$45.2K +$427 +2 +0.9%
LWMI
1313
Legacy Wealth Management (Idaho)
Idaho
$44.3K – – –
TC
1314
Trust Company
Kansas
$43.5K – – –
TCM
1315
Tradewinds Capital Management
Washington
$42.7K – – –
RA
1316
Rise Advisors
New York
$42K -$2.35K -11 -5%
PWMG
1317
Private Wealth Management Group
New Jersey
$41.7K – – –
SHIM
1318
Stone House Investment Management
Pennsylvania
$41.7K +$641 +3 +2%
MCM
1319
MV Capital Management
Maryland
$41.3K +$427 +2 +1%
GSWM
1320
Golden State Wealth Management
California
$41.3K +$8.54K +40 +25%
HWA
1321
HHM Wealth Advisors
Tennessee
$41.1K -$2.56K -12 -6%
EWM
1322
Evolution Wealth Management
Florida
$41.1K – – –
PP
1323
Pingora Partners
Wyoming
$41.1K – – –
RMC
1324
Resources Management Corp
Connecticut
$41K – – –
PWA
1325
Principia Wealth Advisory
Texas
$39K +$36.7K +172 +956%