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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
526
WR Wealth Planners
Missouri
$892 – – –
SFGP
527
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$892 +$909 +12 New
BCH
528
Berkshire Capital Holdings
California
$743 – – –
Kayne Anderson Rudnick Investment Management
529
Kayne Anderson Rudnick Investment Management
California
$743 – – –
KFI
530
Key Financial Inc
Pennsylvania
$743 – – –
PPA
531
Painted Porch Advisors
California
$743 – – –
CFB
532
Cullen/Frost Bankers
Texas
$669 -$5.3K -70 -89%
BIA
533
Bell Investment Advisors
California
$595 – – –
WPA
534
West Paces Advisors
Georgia
$595 – – –
PS
535
PayPay Securities
Japan
$595 +$303 +4 +100%
AWM
536
AllSquare Wealth Management
New York
$520 – – –
MG
537
Mather Group
Illinois
$520 – – –
CSWM
538
Cassady Schiller Wealth Management
Ohio
$520 +$530 +7 New
MA
539
Montag & Associates
Georgia
$447 – – –
OP
540
ORG Partners
Indiana
$446 – – –
AssetMark Inc
541
AssetMark Inc
California
$446 +$303 +4 +200%
NWWA
542
New Wave Wealth Advisors
Arkansas
$446 +$455 +6 New
DPW
543
DiNuzzo Private Wealth
Pennsylvania
$372 – – –
WBC
544
West Branch Capital
Massachusetts
$372 – – –
VHAM
545
Van Hulzen Asset Management
California
$372 +$379 +5 New
Pacer Advisors
546
Pacer Advisors
Pennsylvania
$297 – – –
RCM
547
Ravenstone Capital Management
$297 – – –
MCM
548
MV Capital Management
Maryland
$224 -$152 -2 -40%
PWMG
549
Prestige Wealth Management Group
New Jersey
$224 – – –
PMIM
550
Prudent Man Investment Management
Colorado
$224 +$227 +3 New