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MasterBrand

Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
301
Evelyn Partners Investment Management
$662
LFG
302
Larson Financial Group
Missouri
$629 -$854 -73 -56%
BGAI
303
Bruce G. Allen Investments
Colorado
$585 -$12 -1 -2%
HFS
304
Hughes Financial Services
Virginia
$552
HWA
305
Heritage Wealth Advisors
Virginia
$497
JWA
306
JFS Wealth Advisors
Pennsylvania
$497
S
307
Sachetta
Massachusetts
$486
WA
308
Westfuller Advisors
New York
$486
PTC
309
Private Trust Company
Ohio
$431
SS
310
Sunbelt Securities
Texas
$420 +$410 +35 +1,167%
AFC
311
Ares Financial Consulting
California
$375 +$398 +34 New
FFO
312
Fortitude Family Office
Arizona
$353 -$2.33K -199 -86%
PWMG
313
Private Wealth Management Group
New Jersey
$343
GEA
314
Glen Eagle Advisors
New Jersey
$331
YAL
315
Your Advocates Ltd
Texas
$320
AW
316
Ankerstar Wealth
Texas
$298 +$316 +27 New
PWA
317
Physician Wealth Advisors
Utah
$276
EP
318
Essential Partners
California
$243 +$246 +21 +2,100%
TWD
319
True Wealth Design
Ohio
$232
PWMG
320
Prestige Wealth Management Group
New Jersey
$199
RWM
321
Raffa Wealth Management
District of Columbia
$199
RFP
322
Root Financial Partners
California
$144 -$316 -27 -68%
AWM
323
Abound Wealth Management
Tennessee
$111
SIC
324
SJS Investment Consulting
Ohio
$111
ECA
325
Elevated Capital Advisors
Utah
$110 +$117 +10 New