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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$6.32K
HWM
502
HighMark Wealth Management
Minnesota
$6.24K +$35 +1 +0.6%
SWM
503
Sugarloaf Wealth Management
Georgia
$6K
RTL
504
Red Tortoise LLC
Georgia
$5.78K
PCWA
505
Pacific Capital Wealth Advisors
California
$5.45K +$5.22K +151 New
W
506
WealthCollab
Washington
$5.27K
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$5.24K +$5.02K +145 New
PTC
508
Private Trust Company
Ohio
$4.84K
SSB
509
Sandy Spring Bank
Maryland
$4.79K
TCOV
510
Trust Company of Vermont
Vermont
$4.08K +$3.91K +113 New
FPB
511
First PREMIER Bank
South Dakota
$4K +$3.36K +97 New
CWP
512
Concord Wealth Partners
Virginia
$3.79K +$3.63K +105 New
VWA
513
Valued Wealth Advisors
Utah
$3.72K +$35 +1 +1%
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$3.25K -$346 -10 -10%
VWM
515
Venturi Wealth Management
Texas
$2.89K
UB
516
UMB Bank
Missouri
$2.24K +$2.15K +62 New
PWMG
517
Private Wealth Management Group
New Jersey
$2.1K
SFA
518
Semmax Financial Advisors
North Carolina
$2.05K
SIC
519
SJS Investment Consulting
Ohio
$1.84K -$69 -2 -4%
MA
520
Montag & Associates
Georgia
$1.45K +$1.38K +40 New
VCM
521
Versant Capital Management
Arizona
$1.26K
CWC
522
Carolinas Wealth Consulting
North Carolina
$1.24K +$1.18K +34 New
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$1.19K
MCM
524
Manchester Capital Management
Vermont
$1.01K
S
525
Sachetta
Massachusetts
$850