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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
476
Prestige Wealth Management Group
New Jersey
$2.06K – – –
OP
477
ORG Partners
Indiana
$2.01K – – –
GKIM
478
GW&K Investment Management
Massachusetts
$2K – – –
FWM
479
FSA Wealth Management
Massachusetts
$1.96K – – –
BTD
480
BankPlus Trust Department
Mississippi
$1.87K +$1.91K +107 New
SWM
481
Spire Wealth Management
Virginia
$1.71K – – –
TCA
482
Trifecta Capital Advisors
Illinois
$1.7K – – –
DPW
483
DiNuzzo Private Wealth
Pennsylvania
$1.68K +$89 +5 +5%
MCM
484
MV Capital Management
Maryland
$1.64K – – –
SIC
485
SJS Investment Consulting
Ohio
$1.61K -$160 -9 -9%
CFO
486
CVA Family Office
Colorado
$1.5K – – –
1IA
487
1620 Investment Advisors
Massachusetts
$1.4K +$1.43K +80 New
WTC
488
WhitTier Trust Company
Nevada
$1.4K – – –
TFM
489
TFC Financial Management
Massachusetts
$1.35K – – –
CFB
490
Cullen/Frost Bankers
Texas
$1.21K +$1.23K +69 New
SO
491
Sierra Ocean
California
$1.17K +$1.18K +66 New
DF
492
Dunhill Financial
United Kingdom
$1.16K +$445 +25 +61%
ZB
493
Zions Bancorporation
Utah
$1.12K – – –
WA
494
WPG Advisers
Maryland
$1.05K +$1.07K +60 New
CJ
495
Caitlin John
Michigan
$926 – – –
CWC
496
Carolinas Wealth Consulting
North Carolina
$892 – – –
NL
497
NVWM LLC
Pennsylvania
$891 – – –
SWM
498
Sugarloaf Wealth Management
Georgia
$874 – – –
SIS
499
Sound Income Strategies
Florida
$787 – – –
CAS
500
Coppell Advisory Solutions
Texas
$752 -$766 -43 -50%