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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
276
Costello Asset Management
Pennsylvania
$13.6K
CFB
277
Cullen/Frost Bankers
Texas
$13.6K
BFS
278
Bare Financial Services
Pennsylvania
$13.6K +$6.64K +261 +109%
LF
279
LifeSteps Financial
California
$13.6K +$12.7K +500 New
WAS
280
Winch Advisory Services
Wisconsin
$12.8K +$254 +10 +2%
FNWA
281
Financial Network Wealth Advisors
Utah
$12.5K +$7.78K +306 +196%
CIAS
282
CBIZ Investment Advisory Services
Ohio
$12.2K
PB
283
Pinnacle Bancorp
Nebraska
$11.3K
VWM
284
Vermillion Wealth Management
Minnesota
$11.3K
MIM
285
MTM Investment Management
South Carolina
$11K
HWA
286
HHM Wealth Advisors
Tennessee
$10.8K
MA
287
Montag & Associates
Georgia
$10.7K
BWA
288
Basecamp Wealth Advisors
Washington
$10.6K -$34.6K -1,360 -78%
SWM
289
Spire Wealth Management
Virginia
$10.5K
SIC
290
SJS Investment Consulting
Ohio
$9.79K -$3.26K -128 -26%
FHC
291
First Horizon Corporation
Tennessee
$9.71K +$9.11K +358 New
TWD
292
True Wealth Design
Ohio
$9.68K +$3.21K +126 +55%
PWAM
293
Private Wealth Asset Management
Iowa
$9.27K
KG
294
Kilter Group
New York
$9.05K +$5.65K +222 +198%
GEA
295
Glen Eagle Advisors
New Jersey
$8.13K
MG
296
Mather Group
Illinois
$8.05K -$5.26K -207 -41%
EWP
297
Elevation Wealth Partners
California
$8.05K +$7.55K +297 New
CPG
298
Cornerstone Planning Group
New Jersey
$7.99K +$4.15K +163 +139%
EI
299
EFG International
$7.05K +$2.39K +94 +57%
RWS
300
Retirement Wealth Solutions
Wisconsin
$7.02K +$5.62K +221 +582%