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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2051
Geneos Wealth Management
Colorado
$18.7K +$6.94K +59 +49%
CSC
2052
Caldwell Sutter Capital
California
$18.4K +$6K +51 +41%
PMFA
2053
Plante Moran Financial Advisors
Michigan
$18.3K +$8.23K +70 +67%
RWM
2054
Raffa Wealth Management
District of Columbia
$18K +$235 +2 +1%
MAM
2055
Marquette Asset Management
Minnesota
$18K +$20.2K +172 New
BW
2056
Bravera Wealth
North Dakota
$17.8K +$15.9K +135 +386%
CA
2057
Crewe Advisors
Utah
$17.6K +$9.41K +80 +91%
MWPCG
2058
Measured Wealth Private Client Group
New Hampshire
$17.3K
VWA
2059
Valued Wealth Advisors
Utah
$17.1K +$3.41K +29 +21%
SFG
2060
Strive Financial Group
Indiana
$17K +$16.4K +139 +556%
BA
2061
Blueline Advisors
New Hampshire
$16.7K
NWMP
2062
Noble Wealth Management PBC
Colorado
$16.7K
FMP
2063
Financial Management Professionals
Texas
$16.4K -$42.1K -358 -70%
SC
2064
Steph & Co
Wisconsin
$15.7K -$32.9K -280 -65%
LFASL
2065
Lugano Financial Advisors SA (LFA)
Switzerland
$15.7K -$3.53K -30 -17%
CFM
2066
Cornerstone Financial Management
Massachusetts
$15.4K +$2.59K +22 +18%
BOJHT
2067
Bank of Jackson Hole Trust
Wyoming
$15.3K -$2.23K -19 -12%
BSB
2068
Bangor Savings Bank
Maine
$15.2K
OAJ
2069
Ogorek Anthony Joseph
New York
$15K +$8.12K +69 +86%
FIA
2070
FNY Investment Advisers
New York
$15K +$17.6K +150 New
JFA
2071
JNBA Financial Advisors
Minnesota
$14.7K +$13.1K +111 +370%
SR
2072
Swiss Re
Switzerland
$14.6K
IWP
2073
IAG Wealth Partners
Wisconsin
$14.6K +$5.88K +50 +56%
AFC
2074
Ares Financial Consulting
California
$14.6K -$9.41K -80 -36%
FFO
2075
Fortitude Family Office
Arizona
$14.5K -$71.9K -611 -81%