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Name Holding Trade Value Shares
Change
Change in
Stake
KFG
501
Kingdom Financial Group
Arizona
$8.03K – – –
CA
502
Continuum Advisory
Idaho
$7.39K +$5.79K +92 New
GWM
503
Geneos Wealth Management
Colorado
$7.22K – – –
CIA
504
Cape Investment Advisory
Georgia
$6.74K +$5.28K +84 New
RWM
505
Rialto Wealth Management
New York
$5.7K +$4.4K +70 +7,000%
LSA
506
Leonteq Securities AG
Switzerland
$5.62K -$99.9K -1,588 -96%
WTA
507
Washington Trust Advisors
Massachusetts
$5.62K – – –
CFO
508
CVA Family Office
Colorado
$5.06K -$126 -2 -3%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$5.06K +$189 +3 +5%
EWP
510
Elevation Wealth Partners
California
$4.9K +$1.57K +25 +69%
SG
511
StepStone Group
California
$4.82K +$3.77K +60 New
MMCM
512
Murphy & Mullick Capital Management
New York
$4.42K -$314 -5 -8%
BCV
513
Banque Cantonale Vaudoise
Switzerland
$4.39K +$504K +8,015 +17%
PWA
514
Physician Wealth Advisors
Utah
$4.17K +$2.58K +41 +373%
JWM
515
JPL Wealth Management
Colorado
$4.17K +$3.27K +52 New
S
516
Sachetta
Massachusetts
$4.09K -$2.52K -40 -44%
VWM
517
Vermillion Wealth Management
Minnesota
$4.01K +$2.96K +47 +1,567%
PWMG
518
Private Wealth Management Group
New Jersey
$3.93K +$3.08K +49 New
ZBNA
519
Zions Bancorporation, National Association
Utah
$3.77K +$1.2K +19 +68%
APFP
520
Action Point Financial Planning
Michigan
$3.69K +$3.02K +48 New
MCM
521
MV Capital Management
Maryland
$3.61K +$2.7K +43 +2,150%
PPC
522
Park Place Capital
Alabama
$3.29K +$880 +14 +52%
DFA
523
DHJJ Financial Advisors
Illinois
$3.21K -$1.89K -30 -43%
CH
524
Cromwell Holdings
Wyoming
$3.13K +$1.01K +16 +70%
WPA
525
West Paces Advisors
Georgia
$3.13K +$2.45K +39 New