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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Private Wealth Management Group
New Jersey
$2.73K +$2.39K +39 +260%
WB
402
Webster Bank
Connecticut
$2.58K – – –
GA
403
GoalVest Advisory
New York
$2.58K +$3.13K +51 New
SNBOSD
404
Security National Bank of So Dak
Iowa
$2.27K +$2.76K +45 New
BBHC
405
Brown Brothers Harriman & Co
New York
$1.97K -$1.17K -19 -33%
SFG
406
Strive Financial Group
Indiana
$1.97K +$2.39K +39 New
AssetMark Inc
407
AssetMark Inc
California
$1.85K -$3.01K -49 -57%
LI
408
LRI Investments
Florida
$1.77K +$307 +5 +17%
VCM
409
Versant Capital Management
Arizona
$1.62K -$14.2K -231 -88%
RWM
410
Raffa Wealth Management
District of Columbia
$1.62K +$1.9K +31 +3,100%
JWA
411
JFS Wealth Advisors
Pennsylvania
$1.43K -$797 -13 -32%
MG
412
Mather Group
Illinois
$1.42K – – –
SIM
413
Synergy Investment Management
Florida
$1.36K +$920 +15 +150%
PUI
414
Purpose Unlimited Inc
$1.31K -$1.41K -23 -47%
AG
415
AmeriFlex Group
Nevada
$1.26K +$1.53K +25 New
W
416
WealthCollab
Washington
$1.21K -$20.7K -338 -93%
ADL
417
Asset Dedication LLC
California
$1.16K +$1.41K +23 New
JFG
418
JDM Financial Group
Texas
$1.16K – – –
SFS
419
Sunrise Financial Services
Washington
$1.11K – – –
CSC
420
Caldwell Sutter Capital
California
$1.06K – – –
ACA
421
American Capital Advisory
Idaho
$961 +$859 +14 +280%
HPC
422
HM Payson & Co
Maine
$860 – – –
CCMI
423
Creative Capital Management Investments
California
$859 +$1.04K +17 New
TCM
424
Triumph Capital Management
Colorado
$809 – – –
SWAG
425
Spectrum Wealth Advisory Group
California
$758 +$920 +15 New