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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
301
Cornerstone Financial Management
Massachusetts
$4.76K +$2.3K +87 +99%
VWA
302
Valued Wealth Advisors
Utah
$4.68K
Vanguard National Trust
303
Vanguard National Trust
Pennsylvania
$4.38K -$26 -1 -0.6%
CAL
304
Capital Analysts LLC
Pennsylvania
$4K +$768 +29 +28%
MMCM
305
Murphy & Mullick Capital Management
New York
$3.97K +$3.87K +146 New
AF
306
Advisornet Financial
Minnesota
$3.7K -$26 -1 -0.7%
RWM
307
Raffa Wealth Management
District of Columbia
$3.43K -$53 -2 -2%
WBC
308
West Branch Capital
Massachusetts
$3.35K +$3.26K +123 New
HWP
309
Highline Wealth Partners
California
$3.26K
HWA
310
HHM Wealth Advisors
Tennessee
$3.15K +$3.07K +116 New
NA
311
NewEdge Advisors
Louisiana
$3.15K
GCM
312
Gables Capital Management
Florida
$3.14K
RF
313
Rossby Financial
Florida
$3.13K +$424 +16 +16%
GKIM
314
GW&K Investment Management
Massachusetts
$3K -$106 -4 -3%
BWS
315
Buck Wealth Strategies
Colorado
$2.75K +$2.67K +101 New
T
316
Tidemark
California
$2.72K -$26 -1 -1%
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$2.72K +$689 +26 +35%
APFP
318
Action Point Financial Planning
Michigan
$2.69K +$2.65K +100 New
IFWM
319
Institute for Wealth Management
Colorado
$2.66K +$2.6K +98 New
KG
320
Kilter Group
New York
$2.58K +$1.14K +43 +83%
BIA
321
Bell Investment Advisors
California
$2.5K -$5.91K -223 -71%
PTC
322
Private Trust Company
Ohio
$2.47K -$19.5K -735 -89%
BFPW
323
BOK Financial Private Wealth
Colorado
$2.37K +$2.3K +87 New
BH
324
Burk Holdings
Oklahoma
$2.34K -$26 -1 -1%
SEP
325
Signature Equity Partners
Ohio
$1.93K +$371 +14 +25%