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Name Holding Trade Value Shares
Change
Change in
Stake
NRG
501
Nemes Rush Group
Michigan
$6.81K
W
502
WealthCollab
Washington
$6.1K +$1.21K +35 +24%
JWA
503
JFS Wealth Advisors
Pennsylvania
$5.9K
HWM
504
HighMark Wealth Management
Minnesota
$5.85K
SWM
505
Sugarloaf Wealth Management
Georgia
$5.6K
RTL
506
Red Tortoise LLC
Georgia
$5.39K
PS
507
Principal Securities
Iowa
$5.36K -$5.7K -165 -51%
PTC
508
Private Trust Company
Ohio
$4.52K
UB
509
UMB Bank
Missouri
$4.04K +$2K +58 +94%
CWP
510
Concord Wealth Partners
Virginia
$3.54K
VWA
511
Valued Wealth Advisors
Utah
$3.47K
LIA
512
Lynx Investment Advisory
District of Columbia
$3.44K +$3.52K +102 New
AS
513
Altshuler Shaham
Israel
$3.4K +$3.49K +101 New
IC
514
Innealta Capital
Texas
$3.37K +$3.45K +100 New
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$3.03K
FNWA
516
Financial Network Wealth Advisors
Utah
$2.48K +$2.69K +78 New
CFO
517
CVA Family Office
Colorado
$2.12K +$2.17K +63 New
GWSG
518
GPS Wealth Strategies Group
Colorado
$2.02K +$2.07K +60 New
CFB
519
Cullen/Frost Bankers
Texas
$1.79K +$1.83K +53 New
SIC
520
SJS Investment Consulting
Ohio
$1.72K
SFA
521
Semmax Financial Advisors
North Carolina
$1.71K
PA
522
Pineridge Advisors
Missouri
$1.38K +$1.42K +41 New
MA
523
Montag & Associates
Georgia
$1.35K
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$207 +6 +18%
VCM
525
Versant Capital Management
Arizona
$1.18K