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Name Holding Trade Value Shares
Change
Change in
Stake
W
701
WealthCollab
Washington
$29.5K +$1.77K +16 +5%
FNWM
702
Financial Network Wealth Management
Utah
$29K +$36.6K +331 New
NFSG
703
Newbridge Financial Services Group
Florida
$27.5K -$619K -5,597 -95%
HFM
704
Hartford Financial Management
Connecticut
$27.2K – – –
HFS
705
Hantz Financial Services
Michigan
$27K +$20.9K +189 +164%
GSWM
706
Golden State Wealth Management
California
$26.4K – – –
AssetMark Inc
707
AssetMark Inc
California
$26.3K +$6.41K +58 +24%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.5K – – –
MCM
709
Manchester Capital Management
Vermont
$25K +$24.9K +225 +375%
SIM
710
Synergy Investment Management
Florida
$24.2K -$111 -1 -0.4%
CAL
711
Capital Advisors Ltd
Ohio
$23K -$332 -3 -1%
WF
712
Wayfinding Financial
Washington
$23K +$29.6K +268 New
RMP
713
Richards, Merrill & Peterson
Washington
$22.9K – – –
PTC
714
Private Trust Company
Ohio
$22.3K +$12.6K +114 +81%
IUHSA
715
Itau Unibanco Holding S.A.
Brazil
$22K -$3.1K -28 -10%
PSFG
716
Park Square Financial Group
Georgia
$19.9K -$9.51K -86 -28%
ST
717
Smithfield Trust
Pennsylvania
$19K – – –
GKIM
718
GW&K Investment Management
Massachusetts
$19K +$12.8K +116 +122%
CSC
719
Caldwell Sutter Capital
California
$18.1K – – –
NB
720
NBT Bank
New York
$17.6K – – –
FHA
721
First Horizon Advisors
Tennessee
$17.5K -$5.97K -54 -21%
AAG
722
Armstrong Advisory Group
Massachusetts
$17.4K – – –
BFPW
723
BOK Financial Private Wealth
Colorado
$16.9K +$20.7K +187 +3,740%
HPC
724
HM Payson & Co
Maine
$16.8K +$18.2K +165 +635%
OP
725
ORG Partners
Indiana
$16.6K +$3.1K +28 +18%