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Name Holding Trade Value Shares
Change
Change in
Stake
FP
301
Financial Perspectives
Minnesota
$28.2K
AAP
302
Arax Advisory Partners
Colorado
$25.5K +$6.41K +57 +29%
GWS
303
Greykasell Wealth Strategies
California
$18.9K
W
304
WealthCollab
Washington
$15.7K +$8.65K +77 +96%
RIL
305
Rothschild Investment LLC
Illinois
$15.4K
UB
306
UMB Bank
Missouri
$13.8K
HI
307
Harbour Investments
Wisconsin
$13.4K +$15.1K +134 New
Bessemer Group
308
Bessemer Group
New Jersey
$13K +$9.67K +86 +187%
SEP
309
Signature Equity Partners
Ohio
$12.7K +$14.3K +127 New
GSWM
310
Golden State Wealth Management
California
$12.5K
BBHC
311
Brown Brothers Harriman & Co
New York
$12.2K +$13.7K +122 New
MAFA
312
MJT & Associates Financial Advisory
Minnesota
$12K
WA
313
Westfuller Advisors
New York
$11.5K
MCM
314
Manchester Capital Management
Vermont
$11.1K +$11.8K +105 +1,750%
SGK
315
Steigerwald Gordon & Koch
Virginia
$10.3K
NB
316
NBT Bank
New York
$10.3K
IA
317
IFP Advisors
Florida
$10K
RWM
318
Raffa Wealth Management
District of Columbia
$10K
PSFG
319
Park Square Financial Group
Georgia
$9.14K +$1.91K +17 +18%
GI
320
GAMMA Investing
California
$8.72K
SL
321
Salomon & Ludwin
Virginia
$8.36K
TWD
322
True Wealth Design
Ohio
$8.02K -$3.04K -27 -25%
GIM
323
Groesbeck Investment Management
New Jersey
$8K +$8.65K +77 New
IIM
324
IFC & Insurance Marketing
California
$7K +$7.31K +65 New
GWSA
325
Global Wealth Strategies & Associates
Colorado
$6.71K