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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
2126
Plante Moran Financial Advisors
Michigan
$162K -$107K -601 -38%
SWM
2127
Sanctuary Wealth Management
Idaho
$156K – – –
ME
2128
McIlrath & Eck
Washington
$155K -$32.1K -180 -16%
HGERS
2129
Householder Group Estate & Retirement Specialist
Arizona
$152K -$49.4K -277 -23%
WPA
2130
West Paces Advisors
Georgia
$152K – – –
WWA
2131
Wingate Wealth Advisors
Massachusetts
$149K +$160K +895 New
WAM
2132
WFA Asset Management
Wisconsin
$148K -$104K -585 -40%
BFPW
2133
BOK Financial Private Wealth
Colorado
$147K +$120K +670 +324%
RWM
2134
Rialto Wealth Management
New York
$146K +$157K +878 New
PS
2135
Pinney & Scofield
Massachusetts
$145K +$155K +870 New
B
2136
Birchbrook
Maine
$145K – – –
PWA
2137
Physician Wealth Advisors
Utah
$144K +$154K +864 New
S
2138
Sachetta
Massachusetts
$143K -$38K -213 -20%
SouthState Corp
2139
SouthState Corp
Florida
$143K -$87.1K -488 -36%
OA
2140
Operose Advisors
Wisconsin
$142K -$47.5K -266 -24%
OIA
2141
Optimum Investment Advisors
Illinois
$142K – – –
TIM
2142
Tortoise Investment Management
New York
$139K – – –
FGC
2143
Financial Gravity Companies
Texas
$137K +$13K +73 +10%
Catalyst Capital Advisors
2144
Catalyst Capital Advisors
New York
$136K +$97.8K +548 +203%
FA
2145
Financial Avengers
California
$135K +$178 +1 +0.1%
CT
2146
Clearstead Trust
Maine
$135K – – –
BOJHT
2147
Bank of Jackson Hole Trust
Wyoming
$134K +$144K +806 New
BCM
2148
Berbice Capital Management
New York
$133K +$143K +800 New
GTAM
2149
Global Trust Asset Management
Florida
$131K +$1.61K +9 +1%
GWSG
2150
GPS Wealth Strategies Group
Colorado
$130K -$7.14K -40 -5%