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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
551
BOK Financial Private Wealth
Colorado
$3.35K +$3.34K +359 New
BFP
552
Birchwood Financial Partners
Minnesota
$3.31K – – –
DJSG
553
D.J. St. Germain
Massachusetts
$3.25K -$1.89K -203 -37%
WB
554
Webster Bank
Connecticut
$3.25K – – –
Q1WB
555
Quest 10 Wealth Builders
Virginia
$2.95K -$9 -1 -0.3%
TC
556
Trust Company
Kansas
$2.87K – – –
HPC
557
HM Payson & Co
Maine
$2.8K -$19.6K -2,110 -88%
PWA
558
Provenance Wealth Advisors
Florida
$2.8K – – –
W
559
WealthCollab
Washington
$2.8K – – –
ATC
560
Advantage Trust Company
Kansas
$2.8K +$2.79K +300 New
SIM
561
Synergy Investment Management
Florida
$2.75K +$2.48K +267 New
CFS
562
CGC Financial Services
Oregon
$2.73K – – –
TC
563
Truvestments Capital
Florida
$2.71K – – –
BWM
564
Bullock Wealth Management
Indiana
$2.66K – – –
BHWM
565
Beaird Harris Wealth Management
Texas
$2.63K – – –
AAG
566
Accordant Advisory Group
Maryland
$2.61K – – –
MWM
567
Mosley Wealth Management
California
$2.57K +$456 +49 +22%
KG
568
Kilter Group
New York
$2.53K +$1.66K +178 +191%
FPF
569
First Pacific Financial
Washington
$2.45K +$549 +59 +29%
NEWAS
570
N.E.W. Advisory Services
Wisconsin
$2.4K +$2.39K +257 New
PWAM
571
Private Wealth Asset Management
Iowa
$2.15K – – –
BIAS
572
Beacon Investment Advisory Services
New Jersey
$2.14K – – –
ACA
573
American Capital Advisory
Idaho
$2.04K +$1.51K +163 +291%
UBP
574
Union Bancaire Privee
Switzerland
$2.04K – – –
NWM
575
Navigoe Wealth Management
California
$2K – – –