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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
451
True Wealth Design
Ohio
$3.84K -$3.13K -51 -48%
CAL
452
Capital Advisors Ltd
Ohio
$3K
MCM
453
Manchester Capital Management
Vermont
$2.91K
PWMG
454
Prestige Wealth Management Group
New Jersey
$2.91K
S
455
Sachetta
Massachusetts
$2.7K +$1.47K +24 +160%
BF
456
BOK Financial
Oklahoma
$2.7K
MFT
457
Moisand Fitzgerald Tamayo
Florida
$2.6K
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$2.39K -$61 -1 -3%
HNW
459
High Note Wealth
Minnesota
$2.08K +$1.84K +30 New
CFO
460
CVA Family Office
Colorado
$1.76K +$1.6K +26 New
GEA
461
Glen Eagle Advisors
New Jersey
$1.7K
HI
462
Horizon Investments
North Carolina
$1.66K
SC
463
SouthState Corp
Florida
$1.56K -$2.03K -33 -59%
WCM
464
WealthTrak Capital Management
Virginia
$1.56K +$123 +2 +10%
SWM
465
Spire Wealth Management
Virginia
$1.56K +$1.41K +23 New
HFS
466
Hughes Financial Services
Virginia
$1.34K +$61 +1 +6%
SIC
467
SJS Investment Consulting
Ohio
$1.25K -$860 -14 -44%
HWP
468
Highline Wealth Partners
California
$1.25K
AAS
469
Ameritas Advisory Services
Nebraska
$1.14K +$1.04K +17 New
PWA
470
Principia Wealth Advisory
Texas
$1.14K +$1.04K +17 New
CH
471
Cromwell Holdings
Wyoming
$1.04K +$921 +15 New
KG
472
Kilter Group
New York
$1.04K +$921 +15 New
AW
473
Avion Wealth
Texas
$1K +$921 +15 New
HIA
474
HFM Investment Advisors
New Jersey
$934 +$553 +9 +180%
BFS
475
Bare Financial Services
Pennsylvania
$830