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Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
501
Keating Financial Advisory Services
Kansas
$955 +$191 +15 +21%
CJ
502
Caitlin John
Michigan
$911 +$318 +25 +44%
SG
503
Sankala Group
Colorado
$866 – – –
TF
504
Tompkins Financial
New York
$833 – – –
SAM
505
Smartleaf Asset Management
Massachusetts
$783 +$573 +45 +167%
TPWA
506
Twin Peaks Wealth Advisors
California
$777 +$891 +70 New
CH
507
Cromwell Holdings
Wyoming
$755 +$255 +20 +42%
KG
508
Kilter Group
New York
$700 +$802 +63 New
PWA
509
Principia Wealth Advisory
Texas
$677 +$64 +5 +9%
AA
510
Ancora Advisors
Ohio
$555 – – –
MEG
511
Millstone Evans Group
Colorado
$555 – – –
FP
512
Financial Perspectives
Minnesota
$533 – – –
MCM
513
MV Capital Management
Maryland
$533 +$51 +4 +9%
CFO
514
CVA Family Office
Colorado
$522 -$624 -49 -51%
BFS
515
Bare Financial Services
Pennsylvania
$477 +$548 +43 New
SC
516
SouthState Corp
Florida
$456 +$522 +41 New
CMBA
517
C.M. Bidwell & Associates
Hawaii
$311 – – –
OWP
518
ORG Wealth Partners
Texas
$299 – – –
TC
519
Trust Company
Kansas
$289 – – –
PWMG
520
Prestige Wealth Management Group
New Jersey
$278 – – –
ACA
521
American Capital Advisory
Idaho
$267 -$357 -28 -54%
DPW
522
DiNuzzo Private Wealth
Pennsylvania
$256 -$229 -18 -44%
AUB
523
Atlantic Union Bankshares
Virginia
$222 -$1.2K -94 -82%
MHIP
524
Mountain Hill Investment Partners
New Jersey
$222 – – –
OCWP
525
Owl Creek Wealth Partners
Colorado
$222 +$255 +20 New