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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
501
Private Wealth Management Group
New Jersey
$8.31K
TWD
502
True Wealth Design
Ohio
$8.16K -$2.56K -18 -26%
CAL
503
Capital Analysts LLC
Pennsylvania
$7K
CTC
504
Cetera Trust Company
Minnesota
$6.9K
BFS
505
Bare Financial Services
Pennsylvania
$6.27K +$3.7K +26 +186%
CFD
506
Creative Financial Designs
Indiana
$6.12K -$142 -1 -3%
EPW
507
Evergreen Private Wealth
Colorado
$5.8K +$5.27K +37 New
PWAM
508
Private Wealth Asset Management
Iowa
$5.65K
CWM
509
Copia Wealth Management
Oregon
$5.49K
PTC
510
Private Trust Company
Ohio
$5.41K -$29.8K -209 -86%
MAM
511
Meeder Asset Management
Ohio
$4.71K -$8.83K -62 -67%
STB
512
S&T Bank
Pennsylvania
$4.39K +$3.99K +28 New
MA
513
Montag & Associates
Georgia
$4.38K
CAWM
514
Capital A Wealth Management
Pennsylvania
$4.18K +$4.99K +35 New
PSFG
515
Park Square Financial Group
Georgia
$3.92K
RIL
516
Rothschild Investment LLC
Illinois
$3.76K +$712 +5 +26%
PWA
517
Physician Wealth Advisors
Utah
$3.76K +$3.42K +24 New
SPF
518
South Plains Financial
Texas
$3.76K
FWM
519
FSA Wealth Management
Massachusetts
$3.61K
FFO
520
Fortitude Family Office
Arizona
$3.61K +$3.28K +23 New
AW
521
Avion Wealth
Texas
$3K +$1.57K +11 +122%
SC
522
SouthState Corp
Florida
$2.51K -$1.71K -12 -43%
BT
523
Banque Transatlantique
France
$2.37K
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$2.35K
CIAM
525
Caitong International Asset Management
Hong Kong
$2.04K -$38.3K -269 -95%