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Name Holding Trade Value Shares
Change
Change in
Stake
FMB
1826
Field & Main Bank
Kentucky
$52.3K
PWMG
1827
Prestige Wealth Management Group
New Jersey
$52.3K +$447 +6 +0.8%
KFI
1828
Key Financial Inc
Pennsylvania
$51.8K -$894 -12 -2%
BT
1829
Banque Transatlantique
France
$50K -$25.9K -348 -33%
APW
1830
Aventura Private Wealth
Florida
$49.3K -$9.99K -134 -16%
HC
1831
Hara Capital
Washington
$48.8K -$10.4K -140 -17%
CYG
1832
Clean Yield Group
Vermont
$48.8K
NFSG
1833
Newbridge Financial Services Group
Florida
$48.8K -$48.1K -645 -48%
BHWM
1834
Beaird Harris Wealth Management
Texas
$48.2K +$1.71K +23 +3%
DF
1835
DecisionPoint Financial
Arizona
$47.6K
CT
1836
Clearstead Trust
Maine
$47.3K -$10.4K -140 -17%
TCM
1837
Tradewinds Capital Management
Washington
$47.3K -$7.75K -104 -13%
DI
1838
DAGCO Inc
Ohio
$47.1K
FP
1839
Financial Perspectives
Minnesota
$44.5K +$149 +2 +0.3%
AWM
1840
Activest Wealth Management
Florida
$44.3K +$11K +147 +30%
KA
1841
Kozak & Associates
Colorado
$43.6K -$4.92K -66 -9%
AFWM
1842
Abich Financial Wealth Management
Virginia
$43.4K +$46.4K +623 New
FDW
1843
Fourth Dimension Wealth
Ohio
$42.8K -$7.45K -100 -14%
BWM
1844
Bernard Wealth Management
Michigan
$42.7K
OC
1845
Oakworth Capital
Alabama
$42.7K
KFP
1846
Kerr Financial Planning
California
$41.9K +$122K +1,636 New
CAM
1847
Chesapeake Asset Management
New York
$41.8K
RTL
1848
Red Tortoise LLC
Georgia
$41.6K
PWAM
1849
Private Wealth Asset Management
Iowa
$41.4K -$13.6K -183 -24%
MVIP
1850
Mar Vista Investment Partners
California
$40.4K