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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
476
Peterson Wealth Management
Nevada
$30.7K +$27.1K +200 New
RFP
477
Root Financial Partners
California
$28.7K +$14.2K +105 +128%
CFO
478
CVA Family Office
Colorado
$28K +$12.5K +92 +102%
UB
479
UMB Bank
Missouri
$25.1K +$8.14K +60 +58%
PWPS
480
Pinnacle Wealth Planning Services
Ohio
$24.4K +$1.76K +13 +9%
TE
481
Tema ETFs
New York
$24K
HFS
482
Hughes Financial Services
Virginia
$23.4K +$20.6K +152 New
AGWCA
483
Annis Gardner Whiting Capital Advisors
Florida
$21.8K +$2.98K +22 +18%
Federated Hermes
484
Federated Hermes
Pennsylvania
$21.5K -$1.49K -11 -7%
HNB
485
Huntington National Bank
Ohio
$20.7K -$26.4K -195 -59%
WIM
486
Westside Investment Management
California
$19.5K
CT
487
Coastline Trust
Rhode Island
$19.2K
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$18.4K -$949 -7 -6%
CIAM
489
Caitong International Asset Management
Hong Kong
$17.2K +$15.2K +112 New
TWD
490
True Wealth Design
Ohio
$17.1K -$1.63K -12 -10%
ZBNA
491
Zions Bancorporation, National Association
Utah
$16.9K -$125K -922 -89%
PWMG
492
Private Wealth Management Group
New Jersey
$16.9K
AAP
493
Arax Advisory Partners
Colorado
$16.3K -$30.4K -224 -68%
CAM
494
Costello Asset Management
Pennsylvania
$15.4K
CAL
495
Capital Advisors Ltd
Ohio
$15K +$7.19K +53 +123%
TCM
496
Triumph Capital Management
Colorado
$14.8K
SFCL
497
Strengthening Families & Communities LLC
Massachusetts
$14.4K
OL
498
OneFund LLC
Florida
$14.4K -$7.46K -55 -36%
AssetMark Inc
499
AssetMark Inc
California
$14.1K +$5.15K +38 +70%
EP
500
Essential Partners
California
$13.5K +$11.9K +88 New