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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
501
Concord Wealth Partners
Virginia
$4.54K -$515 -15 -9%
GSWM
502
Golden State Wealth Management
California
$4.5K -$6.39K -186 -55%
JSAM
503
J. Safra Asset Management
New York
$4.38K -$4.16K -121 -45%
PK
504
Pflug Koory
Nebraska
$4.38K
SIC
505
SJS Investment Consulting
Ohio
$4.29K +$172 +5 +4%
RWS
506
Retirement Wealth Solutions
Wisconsin
$4.26K -$3.57K -104 -42%
TCM
507
TruNorth Capital Management
Michigan
$4.26K
DWM
508
Darwin Wealth Management
Florida
$4.23K
IWM
509
Inlight Wealth Management
Georgia
$4.23K
SGK
510
Steigerwald Gordon & Koch
Virginia
$4.17K +$4.77K +139 New
RCM
511
Richardson Capital Management
Wisconsin
$4.05K +$1.68K +49 +57%
WFA
512
West Financial Advisors
Iowa
$4.03K
CT
513
Clearstead Trust
Maine
$3.99K -$309 -9 -6%
CLOS
514
Compagnie Lombard Odier SCmA
Switzerland
$3.87K
BFPW
515
BOK Financial Private Wealth
Colorado
$3.81K
AT
516
Avalon Trust
New Mexico
$3.75K
RA
517
Ransom Advisory
Rhode Island
$3.75K
HHGA
518
Halbert Hargrove Global Advisors
California
$3.75K +$4.29K +125 New
PA
519
Pineridge Advisors
Missouri
$3.66K -$1.82K -53 -30%
MWA
520
Medallion Wealth Advisors
Connecticut
$3.66K
UFPG
521
United Financial Planning Group
New York
$3.66K +$4.19K +122 New
BTD
522
BankPlus Trust Department
Mississippi
$3.6K
BWAM
523
Boyd Watterson Asset Management
Ohio
$3.51K
DWM
524
Dogwood Wealth Management
Kansas
$3.48K +$550 +16 +16%
RFA
525
Register Financial Advisors
Georgia
$3.42K