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Dream Finders Homes

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
176
Private Wealth Management Group
New Jersey
$1.57K +$1.34K +91 New
CIAM
177
Caitong International Asset Management
Hong Kong
$1.26K +$470 +32 +78%
MAM
178
Marquette Asset Management
Minnesota
$1.26K +$1.07K +73 New
RWM
179
Rialto Wealth Management
New York
$1.23K +$15 +1 +1%
CFM
180
Cornerstone Financial Management
Massachusetts
$1.21K +$1.03K +70 New
NSIM
181
North Star Investment Management
Illinois
$1.19K +$544 +37 +116%
FAM
182
Fulcrum Asset Management
United Kingdom
$1.15K +$970 +66 New
IPS
183
Investors Portfolio Services
Washington
$1.04K +$882 +60 New
Bessemer Group
184
Bessemer Group
New Jersey
$1K
AW
185
Avion Wealth
Texas
$1K +$1.15K +78 +390%
LFG
186
Larson Financial Group
Missouri
$984 +$838 +57 New
PWA
187
Physician Wealth Advisors
Utah
$674 -$176 -12 -24%
BFS
188
Bare Financial Services
Pennsylvania
$570 +$485 +33 New
CPG
189
Cornerstone Planning Group
New Jersey
$565 +$544 +37 New
AW
190
Ankerstar Wealth
Texas
$535
CA
191
Clearstead Advisors
Ohio
$518 +$441 +30 New
FFO
192
Fortitude Family Office
Arizona
$483 +$412 +28 New
TPCW
193
TD Private Client Wealth
New York
$432 +$368 +25 New
KFAS
194
Keating Financial Advisory Services
Kansas
$397 +$338 +23 New
TFA
195
Transamerica Financial Advisors
Florida
$345
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$328
GWM
197
Gilpin Wealth Management
Colorado
$277 -$235 -16 -50%
PMFA
198
Plante Moran Financial Advisors
Michigan
$259 +$221 +15 New
JWA
199
JFS Wealth Advisors
Pennsylvania
$173 +$147 +10 New
SHIM
200
Stone House Investment Management
Pennsylvania
$121 +$103 +7 New