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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2851
Curated Wealth Partners
California
$3.9M +$29.6K +215 +0.7%
CWMGO
2852
Capstone Wealth Management Group (Oregon)
Oregon
$3.89M +$4M +28,999 New
BAG
2853
Bridgewealth Advisory Group
California
$3.89M +$1.57M +11,385 +65%
FA
2854
FDx Advisors
Illinois
$3.89M -$165K -1,200 -4%
GCM
2855
Greenland Capital Management
New York
$3.89M +$3.23M +23,450 +427%
PWAM
2856
Pinnacle West Asset Management
Wyoming
$3.89M -$462K -3,350 -10%
AF
2857
Atala Financial
California
$3.88M +$3.99M +28,919 New
LL
2858
LPWM LLC
Minnesota
$3.88M -$188K -1,363 -5%
VAS
2859
Valicenti Advisory Services
New York
$3.88M +$367K +2,665 +10%
AAG
2860
Armstrong Advisory Group
Massachusetts
$3.87M +$1.55M +11,255 +64%
EFSCE
2861
Enterprise Financial Services Corp (EFSC)
Missouri
$3.86M -$47.6K -345 -1%
BMC
2862
Benin Management Corp
Connecticut
$3.86M +$531K +3,850 +15%
PH
2863
Pinnacle Holdings
Oklahoma
$3.85M +$3.92M +28,426 +10,262%
MTC
2864
McDaniel Terry & Co
Texas
$3.85M +$35K +254 +0.9%
AFAS
2865
Acorn Financial Advisory Services
Virginia
$3.85M -$177K -1,283 -4%
AFA
2866
AA Financial Advisors
Ohio
$3.85M +$144K +1,045 +4%
PWM
2867
Palumbo Wealth Management
New York
$3.84M -$37.2K -270 -0.9%
CVA
2868
Central Valley Advisors
California
$3.84M +$175K +1,273 +5%
1IA
2869
1834 Investment Advisors
Wisconsin
$3.84M +$203K +1,473 +5%
SC
2870
Sierra Capital
Florida
$3.83M +$371K +2,695 +10%
GCA
2871
Gradient Capital Advisors
California
$3.83M -$53.9K -391 -1%
KF
2872
KKM Financial
Illinois
$3.83M -$923K -6,700 -19%
SFPG
2873
Stonebridge Financial Planning Group
Florida
$3.82M +$170K +1,230 +5%
PIP
2874
Peachtree Investment Partners
Florida
$3.82M +$514K +3,727 +15%
CCB
2875
Cutter & Co Brokerage
Missouri
$3.82M -$21.9K -159 -0.6%