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Name Holding Trade Value Shares
Change
Change in
Stake
OP
651
ORG Partners
Indiana
$5.62K +$1.89K +20 +56%
FMP
652
Financial Management Professionals
Texas
$5.32K
IWM
653
IMG Wealth Management
Florida
$5.22K
PWMG
654
Prestige Wealth Management Group
New Jersey
$4.92K
HFS
655
Hughes Financial Services
Virginia
$4.84K +$473 +5 +12%
SWIM
656
Smallwood Wealth Investment Management
New Jersey
$4.8K
WSFS
657
Wilmington Savings Fund Society
Delaware
$4.72K -$16K -169 -78%
CPG
658
Cornerstone Planning Group
New Jersey
$4.58K +$189 +2 +5%
AWM
659
Activest Wealth Management
Florida
$4.42K +$284 +3 +7%
PWA
660
Physician Wealth Advisors
Utah
$4.02K +$3.78K +40 New
HHMI
661
Howard Hughes Medical Institute
Maryland
$3.71K -$95 -1 -3%
RWM
662
Raffa Wealth Management
District of Columbia
$3.51K
Group One Trading
663
Group One Trading
Illinois
$3.21K
PTC
664
Private Trust Company
Ohio
$3.01K +$1.32K +14 +88%
MSWM
665
Mowery & Schoenfeld Wealth Management
Illinois
$2.71K
TFM
666
TFC Financial Management
Massachusetts
$2.51K
WWM
667
Wolff Wiese Magana
California
$2.51K
APW
668
Aventura Private Wealth
Florida
$2.31K
BL
669
BFSG LLC
California
$2.31K
PAM
670
Palisade Asset Management
Minnesota
$2.31K +$2.17K +23 New
ACA
671
American Capital Advisory
Idaho
$2.01K +$1.51K +16 +400%
GA
672
Guerra Advisors
Florida
$2.01K +$1.89K +20 New
CCM
673
Cloud Capital Management
Washington
$2K +$2.74K +29 New
MAM
674
Marquette Asset Management
Minnesota
$1.81K +$1.7K +18 New
AP
675
Aspect Partners
Virginia
$1.71K -$1.13K -12 -41%