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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1251
Sunrise Financial Services
Washington
$2.96K
LWM
1252
Lodestone Wealth Management
Washington
$2.9K +$32 +1 +1%
PCFFS
1253
Pacific Center for Financial Services
California
$2.83K
KA
1254
Kozak & Associates
Colorado
$2.79K
FUBT
1255
First United Bank & Trust
Maryland
$2.75K
FFA
1256
Frazier Financial Advisors
Ohio
$2.67K +$920 +29 +83%
BHWM
1257
Bay Harbor Wealth Management
Maryland
$2.62K +$1.21K +38 +152%
GWS
1258
Greykasell Wealth Strategies
California
$2.17K
HWM
1259
HighMark Wealth Management
Minnesota
$2.15K +$32 +1 +2%
PP
1260
Pacifica Partners
Canada
$2.08K -$9.51K -300 -86%
PCM
1261
Penserra Capital Management
California
$2K +$476 +15 +33%
PJC
1262
Phillip James Consulting
Minnesota
$2K +$1.68K +53 New
W
1263
WealthCollab
Washington
$1.96K +$1.49K +47 New
HNW
1264
High Note Wealth
Minnesota
$1.87K +$1.43K +45 New
VWM
1265
Valley Wealth Managers
New Jersey
$1.79K
TCM
1266
TD Capital Management
Tennessee
$1.77K +$32 +1 +2%
IWM
1267
IMG Wealth Management
Florida
$1.75K -$412 -13 -24%
SA
1268
SRH Advisors
Kansas
$1.75K
WA
1269
Whipplewood Advisors
Colorado
$1.62K +$1.24K +39 New
GFA
1270
Godfrey Financial Associates
New York
$1.58K
HAP
1271
Harbor Asset Planning
Massachusetts
$1.54K
AW
1272
Ankerstar Wealth
Texas
$1.5K
PWA
1273
Portus Wealth Advisors
North Carolina
$1.46K +$1.11K +35 New
CWM
1274
Cranbrook Wealth Management
Michigan
$1.38K
PK
1275
Pflug Koory
Nebraska
$1.37K