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Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
351
Planning Capital Management Corporation
Pennsylvania
$6.71K +$6.23K +140 New
PS
352
Principal Securities
Iowa
$6.19K +$2.49K +56 +77%
GKIM
353
GW&K Investment Management
Massachusetts
$6K
PB
354
Pinnacle Bancorp
Nebraska
$5.95K
PMFA
355
Plante Moran Financial Advisors
Michigan
$5.78K
JWA
356
JFS Wealth Advisors
Pennsylvania
$5.09K +$979 +22 +26%
BIA
357
Bell Investment Advisors
California
$5.04K -$534 -12 -10%
HBW
358
Hazlett, Burt & Watson
West Virginia
$5K
Bessemer Group
359
Bessemer Group
New Jersey
$5K +$2.18K +49 +89%
PWMG
360
Prestige Wealth Management Group
New Jersey
$4.8K
VWM
361
Venturi Wealth Management
Texas
$4.66K
LSA
362
Leonteq Securities AG
Switzerland
$4.61K -$3.78K -85 -47%
CWM
363
CarsonAllaria Wealth Management
Illinois
$4.39K
AWM
364
Avior Wealth Management
Nebraska
$4.22K
TWD
365
True Wealth Design
Ohio
$4.17K -$739K -16,600 -99%
TIM
366
Tortoise Investment Management
New York
$4.17K
HGERS
367
Householder Group Estate & Retirement Specialist
Arizona
$4K
GCM
368
Gables Capital Management
Florida
$3.93K
KFI
369
Key Financial Inc
Pennsylvania
$3.6K
GM
370
GeoWealth Management
Illinois
$2.93K +$2.71K +61 New
FFO
371
Fortitude Family Office
Arizona
$2.88K +$2.67K +60 New
RA
372
Ransom Advisory
Rhode Island
$2.54K
S
373
Sachetta
Massachusetts
$2.26K +$2.09K +47 New
FFA
374
Frazier Financial Advisors
Ohio
$2.02K -$2.09K -47 -53%
BFP
375
Briaud Financial Planning
Texas
$2K +$2.05K +46 New