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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
501
V-Square Quantitative Management
Illinois
$22.9K
SAM
502
Smartleaf Asset Management
Massachusetts
$22.3K
DB
503
Danske Bank
Denmark
$22.2K
AFC
504
Ares Financial Consulting
California
$21.5K
HNB
505
Huntington National Bank
Ohio
$21.1K +$5.4K +71 +33%
APFP
506
Action Point Financial Planning
Michigan
$18.6K +$19.2K +253 New
NEWAS
507
N.E.W. Advisory Services
Wisconsin
$18.5K
CPG
508
Cornerstone Planning Group
New Jersey
$17.6K -$912 -12 -4%
VCM
509
Versant Capital Management
Arizona
$15.2K -$8.21K -108 -35%
HNW
510
High Note Wealth
Minnesota
$15.1K -$3.27K -43 -17%
SWM
511
Spire Wealth Management
Virginia
$15K -$2.58K -34 -14%
AssetMark Inc
512
AssetMark Inc
California
$14.4K -$152 -2 -1%
IAIM
513
International Assets Investment Management
Florida
$13K
HWA
514
HHM Wealth Advisors
Tennessee
$12.6K
QC
515
Quent Capital
New York
$12.6K -$3.04K -40 -19%
SC
516
Solstein Capital
California
$11.3K
RL
517
Rogco LP
Oklahoma
$11.2K
CFO
518
CVA Family Office
Colorado
$11.2K +$7.53K +99 +190%
PTC
519
Private Trust Company
Ohio
$10.7K +$10.9K +144 New
CT
520
Colonial Trust
South Carolina
$10.7K -$76 -1 -0.7%
CAL
521
Capital Advisors Ltd
Ohio
$9K
IFWM
522
Institute for Wealth Management
Colorado
$8.9K +$9.13K +120 New
FFO
523
Fortitude Family Office
Arizona
$8.53K +$2.36K +31 +37%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$8.31K -$152 -2 -2%
JWA
525
JFS Wealth Advisors
Pennsylvania
$8.02K +$532 +7 +7%