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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
351
Benson Wealth Management
Tennessee
$7K
CFD
352
Creative Financial Designs
Indiana
$6.66K +$6.2K +373 +504%
HWP
353
Highline Wealth Partners
California
$6.32K
EI
354
EFG International
$5.13K +$5.71K +344 New
AG
355
AmeriFlex Group
Nevada
$5.01K
Federated Hermes
356
Federated Hermes
Pennsylvania
$5.01K +$2.43K +146 +77%
CFB
357
Cullen/Frost Bankers
Texas
$4.5K -$764 -46 -13%
HWM
358
HighMark Wealth Management
Minnesota
$4.5K
AEPWM
359
Atlantic Edge Private Wealth Management
Florida
$4.47K
CFM
360
Cornerstone Financial Management
Massachusetts
$4.4K +$1.54K +93 +46%
AT
361
Arlington Trust
Alabama
$4.29K +$4.79K +288 New
IAS
362
IMA Advisory Services
Colorado
$4.28K -$282 -17 -6%
PMFA
363
Plante Moran Financial Advisors
Michigan
$3.96K
PPC
364
Park Place Capital
Alabama
$3.95K
CFO
365
CVA Family Office
Colorado
$3.83K
PWA
366
Principia Wealth Advisory
Texas
$3.8K +$332 +20 +9%
NSIM
367
North Star Investment Management
Illinois
$3.65K +$1.06K +64 +35%
RWM
368
RMG Wealth Management
Wisconsin
$3.61K +$3.81K +229 New
KG
369
Kilter Group
New York
$3.56K +$831 +50 +26%
JFA
370
JNBA Financial Advisors
Minnesota
$3.16K
PWA
371
Provenance Wealth Advisors
Florida
$3.07K
HFS
372
Hughes Financial Services
Virginia
$3.06K
UB
373
UMB Bank
Missouri
$3.06K
CI
374
CX Institutional
Indiana
$3K
LWM
375
Lodestone Wealth Management
Washington
$2.94K