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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
501
High Note Wealth
Minnesota
$5.66K +$2.35K +18 +67%
BIA
502
Bell Investment Advisors
California
$5.53K -$1.17K -9 -17%
MCM
503
MV Capital Management
Maryland
$5.03K +$3.26K +25 +167%
GFA
504
Godfrey Financial Associates
New York
$5.03K
FAM
505
Fulcrum Asset Management
United Kingdom
$4.58K +$4.69K +36 New
GIA
506
GHP Investment Advisors
Colorado
$4.53K
PWA
507
Physician Wealth Advisors
Utah
$4.53K +$3K +23 +177%
SC
508
SouthState Corp
Florida
$4.4K -$2.35K -18 -34%
PWMG
509
Private Wealth Management Group
New Jersey
$4.15K +$1.96K +15 +83%
BAM
510
Bellevue Asset Management
Washington
$4.15K +$4.3K +33 New
WT
511
Whittier Trust
California
$4.06K
NWMP
512
Noble Wealth Management PBC
Colorado
$4.05K +$1.83K +14 +78%
S
513
Sachetta
Massachusetts
$3.77K -$261 -2 -6%
PCFFS
514
Pacific Center for Financial Services
California
$3.77K
B
515
Bayban
Minnesota
$3.65K
DRP
516
Decker Retirement Planning
Utah
$3.65K +$3.78K +29 New
HI
517
Horizon Investments
North Carolina
$3.52K -$3.65K -28 -50%
SWP
518
Strategic Wealth Partners
Ohio
$3.52K -$2.61K -20 -42%
QC
519
Quent Capital
New York
$3.52K +$261 +2 +8%
MWA
520
Medallion Wealth Advisors
Connecticut
$3.39K -$3K -23 -46%
GSWM
521
Golden State Wealth Management
California
$3.27K
CPG
522
Cornerstone Planning Group
New Jersey
$2.79K +$1.17K +9 +82%
AAG
523
Armstrong Advisory Group
Massachusetts
$2.64K -$5.22K -40 -66%
SN
524
Sittner & Nelson
Oregon
$2.64K
VWA
525
Valued Wealth Advisors
Utah
$2.52K -$130 -1 -5%