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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
351
Measured Wealth Private Client Group
New Hampshire
$8.97K – – –
SS
352
SBI Securities
Japan
$8.45K – – –
SGFG
353
Silver Grove Financial Group
New York
$8.28K +$8.82K +96 New
IFWM
354
Institute for Wealth Management
Colorado
$7.33K +$7.81K +85 New
FFO
355
Fortitude Family Office
Arizona
$7.16K – – –
ZBNA
356
Zions Bancorporation, National Association
Utah
$5.61K +$3.95K +43 +195%
WA
357
WPG Advisers
Maryland
$5.52K +$2.85K +31 +94%
RIL
358
Rothschild Investment LLC
Illinois
$5.26K +$1.1K +12 +24%
HNB
359
Huntington National Bank
Ohio
$4.4K +$735 +8 +19%
GSWM
360
Golden State Wealth Management
California
$4.31K – – –
TCM
361
Triumph Capital Management
Colorado
$4.23K -$184 -2 -4%
W
362
WealthCollab
Washington
$4.05K +$276 +3 +7%
EP
363
Essential Partners
California
$3.45K +$3.31K +36 +900%
AAS
364
Ameritas Advisory Services
Nebraska
$3.45K +$3.68K +40 New
CFO
365
CVA Family Office
Colorado
$3.28K – – –
HFS
366
Hughes Financial Services
Virginia
$2.85K – – –
KG
367
Kilter Group
New York
$2.59K -$1.75K -19 -39%
DF
368
DecisionPoint Financial
Arizona
$2.48K +$92 +1 +4%
MG
369
Mather Group
Illinois
$2.42K – – –
PWMG
370
Private Wealth Management Group
New Jersey
$2.42K – – –
JWA
371
JFS Wealth Advisors
Pennsylvania
$2.33K +$276 +3 +13%
CA
372
Continuum Advisory
Idaho
$2.33K +$2.48K +27 New
CWM
373
Copia Wealth Management
Oregon
$2.24K – – –
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$2.24K – – –
LF
375
LifeSteps Financial
California
$2.16K +$2.3K +25 New