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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1251
Consultiva Wealth Management
Puerto Rico
$81.9K
RFS
1252
Richardson Financial Services
Massachusetts
$79.4K +$21.3K +101 +36%
EA
1253
Evolution Advisers
Virginia
$79K
BA
1254
Ballast Advisors
Minnesota
$76.9K +$78K +370 New
RFP
1255
Root Financial Partners
California
$75.8K -$32.5K -154 -30%
PB
1256
Pinnacle Bancorp
Nebraska
$74.6K
MO
1257
McMillan Office
Michigan
$74.4K
LI
1258
LRI Investments
Florida
$73.9K +$6.12K +29 +9%
HNW
1259
High Note Wealth
Minnesota
$73.4K +$422 +2 +0.6%
DAM
1260
Delta Asset Management
Tennessee
$72.8K +$2.11K +10 +3%
SC
1261
SouthState Corp
Florida
$71.7K
PGAM
1262
Princeton Global Asset Management
New Jersey
$71.3K
AIM
1263
Anchor Investment Management
South Carolina
$70.7K -$155K -737 -68%
HFM
1264
Harvest Fund Management
China
$69K +$70.2K +333 New
GG
1265
Gleason Group
Kentucky
$68.8K +$422 +2 +0.6%
VWA
1266
VSM Wealth Advisory
Maryland
$68.7K
BFPW
1267
BOK Financial Private Wealth
Colorado
$68.6K
BWM
1268
Bernard Wealth Management
Michigan
$68.1K +$422 +2 +0.6%
S
1269
Sachetta
Massachusetts
$67.6K +$633 +3 +0.9%
FWA
1270
Flagship Wealth Advisors
Massachusetts
$66.4K
CWM
1271
Cranbrook Wealth Management
Michigan
$65.3K
SWM
1272
SHP Wealth Management
Massachusetts
$65K +$5.91K +28 +10%
RBC
1273
Roble Belko & Company
Pennsylvania
$65K +$422 +2 +0.6%
PWPS
1274
Pinnacle Wealth Planning Services
Ohio
$64.9K -$3.16K -15 -5%
CSB
1275
City State Bank
Iowa
$64.4K