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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
351
Benson Wealth Management
Tennessee
$8.29K – – –
PMFA
352
Plante Moran Financial Advisors
Michigan
$7.56K +$2.62K +163 +61%
PB
353
Pinnacle Bancorp
Nebraska
$7.47K -$28.9K -1,795 -81%
EP
354
Essential Partners
California
$7.47K -$6.5K -404 -49%
CCMI
355
Creative Capital Management Investments
California
$6.95K +$6.33K +394 New
BFPW
356
BOK Financial Private Wealth
Colorado
$6.05K +$5.51K +343 New
WAS
357
Winch Advisory Services
Wisconsin
$5.91K +$5.38K +335 New
EI
358
EFG International
$5.78K -$257 -16 -5%
UB
359
UMB Bank
Missouri
$5.62K +$1.83K +114 +56%
PWA
360
Principia Wealth Advisory
Texas
$5.61K +$1.01K +63 +25%
PWA
361
Physician Wealth Advisors
Utah
$5.36K +$1.96K +122 +67%
AEPWM
362
Atlantic Edge Private Wealth Management
Florida
$5.29K – – –
MG
363
Mather Group
Illinois
$5.26K +$4.39K +273 +1,092%
CA
364
CoreCap Advisors
Michigan
$5.22K +$3.87K +241 +438%
NEWAS
365
N.E.W. Advisory Services
Wisconsin
$5.09K +$4.65K +289 New
AT
366
Arlington Trust
Alabama
$5.08K – – –
CFM
367
Cornerstone Financial Management
Massachusetts
$5.06K -$129 -8 -3%
PPC
368
Park Place Capital
Alabama
$4.67K – – –
CFO
369
CVA Family Office
Colorado
$4.53K – – –
Federated Hermes
370
Federated Hermes
Pennsylvania
$4.32K -$1.46K -91 -27%
NSIM
371
North Star Investment Management
Illinois
$4.32K – – –
TFA
372
Transamerica Financial Advisors
Florida
$4.04K -$7.81K -486 -68%
QC
373
Quent Capital
New York
$4.04K +$3.68K +229 New
CI
374
CX Institutional
Indiana
$4K – – –
FC
375
Financial Consulate
Maryland
$3.95K +$900 +56 +33%