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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
451
Parkside Financial Bank & Trust
Missouri
$16.1K +$6.05K +130 +60%
MTC
452
Matrix Trust Company
Colorado
$16K -$3.68K -79 -19%
BWM
453
Bullock Wealth Management
Indiana
$15.9K – – –
CFO
454
CVA Family Office
Colorado
$15.5K +$7.78K +167 +101%
SBI Securities
455
SBI Securities
Japan
$15.2K -$1.4K -30 -8%
Clearstead Advisors
456
Clearstead Advisors
Ohio
$14.6K -$2.98K -64 -17%
MWPCG
457
Measured Wealth Private Client Group
New Hampshire
$14.5K – – –
Barrow, Hanley, Mewhinney & Strauss
458
Barrow, Hanley, Mewhinney & Strauss
Texas
$13K +$838 +18 +7%
CA
459
Centerpoint Advisors
Massachusetts
$13K – – –
SGK
460
Steigerwald Gordon & Koch
Virginia
$12.8K – – –
MCF Advisors
461
MCF Advisors
Kentucky
$11.7K +$11.7K +251 New
NSG
462
Nalls Sherbakoff Group
Tennessee
$11.7K – – –
LI
463
LRI Investments
Florida
$11.4K – – –
TWD
464
True Wealth Design
Ohio
$11.2K -$5.12K -110 -31%
PWMG
465
Private Wealth Management Group
New Jersey
$10.9K – – –
IWS
466
Intentional Wealth Strategies
Colorado
$10.4K +$10.4K +224 New
AG
467
AmeriFlex Group
Nevada
$10K +$10K +215 New
AGWCA
468
Annis Gardner Whiting Capital Advisors
Florida
$9.47K +$7.5K +161 +383%
MassMutual Private Wealth & Trust
469
MassMutual Private Wealth & Trust
Connecticut
$9.42K -$419 -9 -4%
AAG
470
Armstrong Advisory Group
Massachusetts
$9.33K – – –
W
471
WealthCollab
Washington
$9.33K – – –
DI
472
DAGCO Inc
Ohio
$8.58K – – –
EWP
473
Elevation Wealth Partners
California
$8.3K +$8.29K +178 New
JWA
474
JFS Wealth Advisors
Pennsylvania
$7.93K +$512 +11 +7%
Bogart Wealth LLC
475
Bogart Wealth LLC
Virginia
$7.88K +$512 +11 +7%