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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1301
Evermay Wealth Management
Virginia
$7.24K
PMFA
1302
Plante Moran Financial Advisors
Michigan
$7.24K +$3.52K +52 +108%
CFG
1303
Chapman Financial Group
Hawaii
$7.24K +$6.76K +100 New
MAM
1304
Marquette Asset Management
Minnesota
$7.09K +$6.63K +98 New
STB
1305
S&T Bank
Pennsylvania
$7.02K +$4.74K +70 +259%
SSG
1306
Summit Securities Group
New York
$6.95K -$54.8K -810 -89%
LWMI
1307
Legacy Wealth Management (Idaho)
Idaho
$6.88K +$4.26K +63 +197%
UCB
1308
United Community Bank
South Carolina
$6.8K
RWM
1309
Rialto Wealth Management
New York
$6.8K +$3.58K +53 +129%
PS
1310
PayPay Securities
Japan
$6.64K +$6.63K +98 New
FMP
1311
Financial Management Professionals
Texas
$6.58K
VWM
1312
Vermillion Wealth Management
Minnesota
$6.08K +$5.68K +84 New
OAJ
1313
Ogorek Anthony Joseph
New York
$6K +$676 +10 +12%
TM
1314
Torren Management
California
$5.99K -$174K -2,570 -97%
UFPG
1315
United Financial Planning Group
New York
$5.93K +$5.55K +82 New
IWM
1316
IMG Wealth Management
Florida
$5.57K +$2.37K +35 +83%
AP
1317
Aspect Partners
Virginia
$5.57K +$744 +11 +17%
BC
1318
Barrett & Company
Rhode Island
$5.43K
CWMS
1319
CFG Wealth Management Services
Indiana
$5.43K
SFS
1320
Sunrise Financial Services
Washington
$5.14K +$4.8K +71 New
HFS
1321
Hughes Financial Services
Virginia
$4.99K +$744 +11 +19%
IAS
1322
IMA Advisory Services
Colorado
$4.56K +$676 +10 +19%
EP
1323
Essential Partners
California
$4.34K -$1.15K -17 -22%
AAG
1324
Armstrong Advisory Group
Massachusetts
$4.05K
BSB
1325
Bangor Savings Bank
Maine
$3.98K