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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
876
Private Wealth Asset Management
Iowa
$205K -$1.56K -35 -0.7%
TFS
877
Thoroughbred Financial Services
Tennessee
$204K
BWM
878
Biltmore Wealth Management
Arizona
$204K +$1.92K +43 +0.9%
VPF
879
Vantage Point Financial
Illinois
$203K -$1.82K -41 -0.9%
MFG
880
MidWestOne Financial Group
Iowa
$203K
WDG
881
Wealth Dimensions Group
Ohio
$202K +$89 +2 +0%
RWM
882
Riverbend Wealth Management
South Carolina
$201K +$206K +4,632 New
CF
883
Centaurus Financial
California
$201K +$206K +4,635 New
PFPT
884
Pinnacle Financial Partners (Tennessee)
Tennessee
$200K +$205K +4,610 New
GM
885
GeoWealth Management
Illinois
$200K +$97.7K +2,195 +91%
MMG
886
Monetary Management Group
Missouri
$200K
NOI
887
Newton One Investments
Delaware
$199K
PFBT
888
Parkside Financial Bank & Trust
Missouri
$194K +$1.92K +43 +1%
FCAS
889
First Command Advisory Services
Texas
$190K
OWA
890
Opal Wealth Advisors
New York
$188K +$144K +3,232 +297%
LFG
891
Larson Financial Group
Missouri
$186K +$90.2K +2,025 +89%
VWWMG
892
Vermillion & White Wealth Management Group
Pennsylvania
$185K -$3.47K -78 -2%
PFSC
893
Peoples Financial Services Corp
Pennsylvania
$181K
SIS
894
Strategic Investment Solutions
Illinois
$175K +$534 +12 +0.2%
MPWT
895
MassMutual Private Wealth & Trust
Connecticut
$172K -$2.14K -48 -1%
VCM
896
Versant Capital Management
Arizona
$166K +$178 +4 +0.1%
GEA
897
Glen Eagle Advisors
New Jersey
$155K
GBT
898
Grove Bank & Trust
Florida
$153K +$3.43K +77 +2%
WPA
899
Wealth Preservation Advisors
Tennessee
$153K +$1.43K +32 +0.9%
TF
900
Tompkins Financial
New York
$152K -$6.32K -142 -4%