Name Holding Trade Value Shares
Change
Change in
Stake
MAS
501
MPWM Advisory Solutions
Georgia
$4.59K – – –
CWP
502
Concord Wealth Partners
Virginia
$4.54K -$515 -15 -9%
GSWM
503
Golden State Wealth Management
California
$4.5K -$6.39K -186 -55%
JSAM
504
J. Safra Asset Management
New York
$4.38K -$4.16K -121 -45%
PK
505
Pflug Koory
Nebraska
$4.38K – – –
SIC
506
SJS Investment Consulting
Ohio
$4.29K +$172 +5 +4%
RWS
507
Retirement Wealth Solutions
Wisconsin
$4.26K -$3.57K -104 -42%
TCM
508
TruNorth Capital Management
Michigan
$4.26K – – –
DWM
509
Darwin Wealth Management
Florida
$4.23K – – –
IWM
510
Inlight Wealth Management
Georgia
$4.23K – – –
SGK
511
Steigerwald Gordon & Koch
Virginia
$4.17K +$4.77K +139 New
RCM
512
Richardson Capital Management
Wisconsin
$4.05K +$1.68K +49 +57%
WFA
513
West Financial Advisors
Iowa
$4.03K – – –
CT
514
Clearstead Trust
Maine
$3.99K -$309 -9 -6%
CLOS
515
Compagnie Lombard Odier SCmA
Switzerland
$3.87K – – –
BFPW
516
BOK Financial Private Wealth
Colorado
$3.81K – – –
AT
517
Avalon Trust
New Mexico
$3.75K – – –
RA
518
Ransom Advisory
Rhode Island
$3.75K – – –
HHGA
519
Halbert Hargrove Global Advisors
California
$3.75K +$4.29K +125 New
PA
520
Pineridge Advisors
Missouri
$3.66K -$1.82K -53 -30%
MWA
521
Medallion Wealth Advisors
Connecticut
$3.66K – – –
UFPG
522
United Financial Planning Group
New York
$3.66K +$4.19K +122 New
BTD
523
BankPlus Trust Department
Mississippi
$3.6K – – –
BWAM
524
Boyd Watterson Asset Management
Ohio
$3.51K – – –
DWM
525
Dogwood Wealth Management
Kansas
$3.48K +$550 +16 +16%