Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$2.59K +$783 +16 +36%
CFO
302
CVA Family Office
Colorado
$2.59K +$2.98K +61 New
MWM
303
Magnolia Wealth Management
Alabama
$2.55K +$2.94K +60 New
KG
304
Kilter Group
New York
$2.51K – – –
KCM
305
Key Capital Management
Tennessee
$2.42K +$2.25K +46 +418%
Bessemer Group
306
Bessemer Group
New Jersey
$2K -$22.5K -460 -93%
PWA
307
Physician Wealth Advisors
Utah
$2K +$2.3K +47 New
UB
308
UMB Bank
Missouri
$1.83K +$587 +12 +39%
PWA
309
Principia Wealth Advisory
Texas
$1.4K +$147 +3 +10%
SIC
310
SJS Investment Consulting
Ohio
$1.32K +$1.22K +25 +417%
WIM
311
Westside Investment Management
California
$1.27K – – –
BTI
312
Blue Trust Inc
Georgia
$1.19K -$342 -7 -20%
SWM
313
SHP Wealth Management
Massachusetts
$977 +$1.13K +23 New
CH
314
Cromwell Holdings
Wyoming
$892 +$538 +11 +110%
PWPS
315
Pinnacle Wealth Planning Services
Ohio
$892 +$1.03K +21 New
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$765 -$489 -10 -36%
AF
317
Advisornet Financial
Minnesota
$722 +$245 +5 +42%
QC
318
Quent Capital
New York
$637 -$3.62K -74 -83%
MEG
319
Millstone Evans Group
Colorado
$637 – – –
FFO
320
Fortitude Family Office
Arizona
$595 – – –
VCM
321
Versant Capital Management
Arizona
$510 – – –
DPW
322
DiNuzzo Private Wealth
Pennsylvania
$510 +$196 +4 +50%
RWM
323
Rialto Wealth Management
New York
$510 +$196 +4 +50%
TFA
324
Transamerica Financial Advisors
Florida
$467 +$538 +11 New
ACA
325
American Capital Advisory
Idaho
$425 +$245 +5 +100%