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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2351
Perfromance Wealth Partners
Illinois
$708K +$594K +11,986 New
WW
2352
Waterfront Wealth
Kansas
$707K +$3.57K +72 +0.6%
FIB
2353
First Interstate Bank
Montana
$704K -$9.91K -200 -2%
JCM
2354
Jag Capital Management
Missouri
$703K -$298K -6,010 -34%
WBG
2355
Wharton Business Group
Pennsylvania
$703K +$590K +11,907 New
OBWG
2356
Onyx Bridge Wealth Group
New York
$696K +$16K +323 +3%
HWMG
2357
Hurlow Wealth Management Group
Indiana
$695K +$31.3K +632 +3%
HEIP
2358
Hudson Edge Investment Partners
New Jersey
$694K -$7.93K -160 -1%
ZAM
2359
Zevin Asset Management
Massachusetts
$693K -$162K -3,265 -22%
FHC
2360
First Heartland Consultants
Missouri
$692K +$2.92K +59 +0.5%
TPW
2361
Tiller Private Wealth
Pennsylvania
$689K -$1.49K -30 -0.3%
HWM
2362
Howard Wealth Management
Connecticut
$688K +$2.13K +43 +0.4%
CWG
2363
Cornerstone Wealth Group
North Carolina
$687K +$45.3K +914 +9%
EWA
2364
Encompass Wealth Advisors
Oregon
$685K -$941 -19 -0.2%
CAL
2365
Capital Advisors Ltd
Ohio
$685K +$39.4K +796 +7%
QC
2366
Quent Capital
New York
$685K +$574K +11,595 New
SNB
2367
Security National Bank
Nebraska
$682K -$51.1K -1,032 -8%
PWA
2368
Pillar Wealth Advisors
Pennsylvania
$681K +$571K +11,527 New
CFA
2369
Capstone Financial Advisors
Illinois
$680K +$10.2K +205 +2%
FNBSF
2370
First National Bank Sioux Falls
South Dakota
$680K +$11.9K +240 +2%
SICM
2371
Sustainable Insight Capital Management
New York
$680K +$67K +1,352 +13%
T2I
2372
Turim 21 Investimentos
Brazil
$680K +$401K +8,100 +237%
KC
2373
Kenfarb & Co
Kentucky
$679K +$570K +11,500 New
PG
2374
Patten Group
Tennessee
$678K +$18.5K +373 +3%
SCA
2375
Sandy Cove Advisors
Massachusetts
$674K +$565K +11,409 New