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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
676
Dogwood Wealth Management
Kansas
$5.14K +$3.24K +17 +170%
SPF
677
South Plains Financial
Texas
$4.57K
MA
678
Montag & Associates
Georgia
$4.42K
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.39K
FG
680
Fairman Group
Pennsylvania
$4.39K
EWP
681
Elevation Wealth Partners
California
$4.19K +$1.14K +6 +38%
BLC
682
Brown, Lisle/Cummings
Rhode Island
$3.62K +$3.62K +19 New
CPG
683
Cornerstone Planning Group
New Jersey
$3.62K +$2.47K +13 +260%
CT
684
Coastline Trust
Rhode Island
$3.43K
CH
685
Cromwell Holdings
Wyoming
$2.86K +$952 +5 +50%
DPW
686
DiNuzzo Private Wealth
Pennsylvania
$2.86K
SC
687
SouthState Corp
Florida
$2.86K
BHWM
688
Bay Harbor Wealth Management
Maryland
$2.48K +$952 +5 +63%
AGWCA
689
Annis Gardner Whiting Capital Advisors
Florida
$2.29K
PTC
690
Private Trust Company
Ohio
$2.29K
AFG
691
Albion Financial Group
Utah
$2.1K
AW
692
Avion Wealth
Texas
$2K
MB
693
MidFirst Bank
Oklahoma
$1.91K -$393K -2,067 -100%
MWA
694
Medallion Wealth Advisors
Connecticut
$1.91K
STB
695
S&T Bank
Pennsylvania
$1.91K
TF
696
Tompkins Financial
New York
$1.91K
HFS
697
Hughes Financial Services
Virginia
$1.91K +$381 +2 +25%
CFM
698
Cornerstone Financial Management
Massachusetts
$1.91K +$571 +3 +43%
CA
699
Crewe Advisors
Utah
$1.52K
TM
700
Torren Management
California
$1.35K -$81.8K -430 -98%