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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
901
TopTier Wealth Management
Wisconsin
$43.5K +$45.6K +377 New
TWD
902
True Wealth Design
Ohio
$42.9K +$846 +7 +2%
PWMG
903
Prestige Wealth Management Group
New Jersey
$42.2K
KFAS
904
Keating Financial Advisory Services
Kansas
$41.5K +$9.07K +75 +26%
MTIC
905
Missouri Trust & Investment Company
Missouri
$40.4K +$30.2K +250 +250%
W
906
WealthCollab
Washington
$39.5K
CFD
907
Creative Financial Designs
Indiana
$39K +$1.09K +9 +3%
C
908
Covestor
United Kingdom
$38K -$35.8K -296 -47%
TPWA
909
Twin Peaks Wealth Advisors
California
$37.1K +$38.8K +321 New
GKIM
910
GW&K Investment Management
Massachusetts
$37K +$3.87K +32 +11%
AWM
911
Activest Wealth Management
Florida
$34.4K +$3.63K +30 +11%
Vanguard National Trust
912
Vanguard National Trust
Pennsylvania
$34K +$35.5K +294 New
PWMG
913
Private Wealth Management Group
New Jersey
$32.7K
ST
914
Smithfield Trust
Pennsylvania
$32K
EF
915
Entrust Financial
Pennsylvania
$31.6K -$16.1K -133 -33%
BGAI
916
Bruce G. Allen Investments
Colorado
$31.4K
SC
917
Steph & Co
Wisconsin
$28.9K +$30.2K +250 New
VNA
918
Valley National Advisers
Pennsylvania
$28K -$1.33K -11 -4%
NS
919
NBC Securities
Alabama
$27.3K +$725 +6 +3%
SFCL
920
Strengthening Families & Communities LLC
Massachusetts
$26.8K +$28K +232 New
GSWM
921
Golden State Wealth Management
California
$26.3K -$16K -132 -37%
BIA
922
Bell Investment Advisors
California
$26.1K -$605 -5 -2%
PP
923
Paladin Partners
Wisconsin
$26K
PWA
924
Provenance Wealth Advisors
Florida
$25.6K
WSFS
925
Wilmington Savings Fund Society
Delaware
$24.6K -$66.7K -552 -72%