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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
601
N.E.W. Advisory Services
Wisconsin
$41.2K
SMBT
602
Southern Michigan Bank & Trust
Michigan
$41.2K
WAG
603
Wilkerson Advisory Group
Missouri
$40.7K +$11.7K +88 +29%
VFM
604
Vision Financial Markets
Connecticut
$40.6K
SS
605
SBI Securities
Japan
$38.8K +$15.8K +119 +46%
W
606
WealthCollab
Washington
$36.6K
DMBA
607
Deseret Mutual Benefit Administrators
Utah
$36.5K
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$36.3K -$3.32K -25 -7%
OL
609
OneFund LLC
Florida
$35.4K -$1.06K -8 -2%
BWA
610
Basecamp Wealth Advisors
Washington
$34K -$266 -2 -0.6%
FHC
611
First Horizon Corporation
Tennessee
$33.7K +$13.9K +105 +47%
RFG
612
REAP Financial Group
Texas
$33K +$664 +5 +2%
HFM
613
Harvest Fund Management
China
$33K -$2.52K -19 -6%
CPG
614
Cornerstone Planning Group
New Jersey
$32.4K -$4.25K -32 -10%
AF
615
Advisornet Financial
Minnesota
$29.8K +$22.6K +170 +143%
CMA
616
Cedar Mountain Advisors
Oregon
$29.4K
KFA
617
Kelleher Financial Advisors
New York
$28.4K +$4.65K +35 +15%
CTC
618
Central Trust Company
Missouri
$27.3K -$664 -5 -2%
PWA
619
Provenance Wealth Advisors
Florida
$27.3K
ZBNA
620
Zions Bancorporation, National Association
Utah
$26.7K +$2.26K +17 +7%
CFB
621
Cullen/Frost Bankers
Texas
$26K +$6.11K +46 +22%
PWPS
622
Pinnacle Wealth Planning Services
Ohio
$25.4K +$531 +4 +2%
EP
623
Essential Partners
California
$24.3K -$185K -1,397 -86%
T
624
Tidemark
California
$23.5K
WA
625
WPG Advisers
Maryland
$22.9K +$28.8K +217 +4,340%