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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
326
Cornerstone Planning Group
New Jersey
$6.06K -$311 -3 -5%
FC
327
Financial Consulate
Maryland
$5.64K -$311 -3 -5%
RWM
328
Raffa Wealth Management
District of Columbia
$5.64K -$4.15K -40 -40%
JWA
329
JFS Wealth Advisors
Pennsylvania
$5.36K – – –
GKIM
330
GW&K Investment Management
Massachusetts
$5K – – –
HIW
331
Holos Integrated Wealth
Pennsylvania
$4.86K – – –
BWL
332
Bogart Wealth LLC
Virginia
$4.7K +$208 +2 +4%
BL
333
BFSG LLC
California
$4.7K +$5.19K +50 New
EWP
334
Elevation Wealth Partners
California
$4.42K +$4.88K +47 New
MNA
335
Manning & Napier Advisors
New York
$4.24K +$623 +6 +16%
RWS
336
Retirement Wealth Solutions
Wisconsin
$4.23K +$311 +3 +7%
Bessemer Group
337
Bessemer Group
New Jersey
$4K – – –
IPS
338
Investors Portfolio Services
Washington
$3.95K – – –
FCAS
339
First Command Advisory Services
Texas
$3.95K +$4.36K +42 New
FFO
340
Fortitude Family Office
Arizona
$3.86K -$104 -1 -2%
SWM
341
SHP Wealth Management
Massachusetts
$3.76K +$830 +8 +25%
BLC
342
Brown, Lisle/Cummings
Rhode Island
$3.67K -$1.56K -15 -28%
CFM
343
Cornerstone Financial Management
Massachusetts
$3.67K +$415 +4 +11%
GEA
344
Glen Eagle Advisors
New Jersey
$3.48K – – –
SWM
345
Spire Wealth Management
Virginia
$3.48K – – –
BGAI
346
Bruce G. Allen Investments
Colorado
$3.1K – – –
AFG
347
Albion Financial Group
Utah
$2.92K – – –
IAS
348
IMA Advisory Services
Colorado
$2.92K +$1.25K +12 +63%
PSFG
349
Park Square Financial Group
Georgia
$2.73K -$1.14K -11 -28%
ZBNA
350
Zions Bancorporation, National Association
Utah
$2.73K – – –