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Name Holding Trade Value Shares
Change
Change in
Stake
PB
801
Prosperity Bancshares
Texas
$20.7K +$569 +2 +4%
PWMG
802
Prestige Wealth Management Group
New Jersey
$19.9K
FMII
803
Farmers & Merchants Investments Inc
Nebraska
$19.9K
TWD
804
True Wealth Design
Ohio
$17.9K +$3.13K +11 +32%
Vanguard National Trust
805
Vanguard National Trust
Pennsylvania
$17.5K +$2.85K +10 +29%
EFMH
806
E Fund Management (HK)
Hong Kong
$17.5K +$12.5K +44 New
CB
807
Community Bank
New York
$17.1K
AW
808
Avion Wealth
Texas
$17K +$8.83K +31 +221%
RF
809
Rossby Financial
Florida
$16.7K +$7.12K +25 +147%
CFM
810
Cornerstone Financial Management
Massachusetts
$16.3K +$7.12K +25 +156%
HPWM
811
High Point Wealth Management
New Jersey
$16.1K +$285 +1 +3%
SIM
812
Synergy Investment Management
Florida
$15.1K +$9.11K +32 +356%
NFSG
813
Newbridge Financial Services Group
Florida
$15.1K +$2.28K +8 +27%
KFAS
814
Keating Financial Advisory Services
Kansas
$15.1K +$9.68K +34 +850%
FFO
815
Fortitude Family Office
Arizona
$13.9K +$8.54K +30 +600%
CT
816
Clearstead Trust
Maine
$13.9K +$9.96K +35 New
APFP
817
Action Point Financial Planning
Michigan
$13.9K +$10.5K +37 New
VR
818
Vision Retirement
New Jersey
$13.5K
QL
819
Quarry LP
New York
$13.5K +$9.68K +34 New
CPG
820
Cornerstone Planning Group
New Jersey
$12.7K +$2.85K +10 +45%
HFS
821
Horizon Financial Services
North Carolina
$12.3K
JWA
822
JFS Wealth Advisors
Pennsylvania
$11.9K +$7.69K +27 +900%
HWP
823
Highline Wealth Partners
California
$11.5K +$6.55K +23 +383%
JGCM
824
Joseph Group Capital Management
Ohio
$11.5K +$8.26K +29 New
BAM
825
Byrne Asset Management
New Jersey
$11.1K