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Name Holding Trade Value Shares
Change
Change in
Stake
FC
251
Fairscale Capital
New Hampshire
$1.09K
CFO
252
CVA Family Office
Colorado
$1.09K +$1.1K +15 New
MG
253
Mather Group
Illinois
$1.01K +$1.03K +14 New
TFGT
254
TS Financial Group (TSFG)
Illinois
$1K
CPG
255
Cornerstone Planning Group
New Jersey
$961 +$953 +13 New
EDRH
256
Edmond de Rothschild Holding
Switzerland
$869
GI
257
GAMMA Investing
California
$869 +$880 +12 New
TPCW
258
TD Private Client Wealth
New York
$796 +$586 +8 +267%
SWM
259
SHP Wealth Management
Massachusetts
$796 +$806 +11 New
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$724 -$7.18K -98 -91%
CJ
261
Caitlin John
Michigan
$724
GSEP
262
Golden State Equity Partners
California
$578
CA
263
CoreCap Advisors
Michigan
$507
BDPWM
264
Barnes Dennig Private Wealth Management
Ohio
$507 +$513 +7 New
BWA
265
Basecamp Wealth Advisors
Washington
$434 -$73 -1 -14%
APFP
266
Action Point Financial Planning
Michigan
$434 +$513 +7 New
BIA
267
Bell Investment Advisors
California
$362 -$1.03K -14 -74%
PWA
268
Physician Wealth Advisors
Utah
$362 -$220 -3 -38%
WA
269
WPG Advisers
Maryland
$362
FHC
270
First Horizon Corporation
Tennessee
$217
SAM
271
Smartleaf Asset Management
Massachusetts
$147
AssetMark Inc
272
AssetMark Inc
California
$145
BWL
273
Bogart Wealth LLC
Virginia
$72 +$73 +1 New
TCM
274
Topline Capital Management
California
-$25.2M -363,974 Closed
RFM
275
RPD Fund Management
New York
-$17.5M -253,636 Closed