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Simpson Manufacturing

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
401
Institute for Wealth Management
Colorado
$30.6K +$27.3K +146 New
EP
402
Essential Partners
California
$29.9K -$12K -64 -31%
CJ
403
Caitlin John
Michigan
$27.4K
SWM
404
Spire Wealth Management
Virginia
$24.3K
SIC
405
SJS Investment Consulting
Ohio
$23.2K +$8.04K +43 +63%
MEG
406
Millstone Evans Group
Colorado
$22.6K
LI
407
LRI Investments
Florida
$21.8K +$3.74K +20 +24%
TVWM
408
Tower View Wealth Management
Wisconsin
$21.6K
GWM
409
Geneos Wealth Management
Colorado
$20.9K
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$20.1K +$187 +1 +1%
JWM
411
JPL Wealth Management
Colorado
$19.1K +$2.06K +11 +14%
AUB
412
Atlantic Union Bankshares
Virginia
$17.8K -$21.9K -117 -58%
CIAM
413
Caitong International Asset Management
Hong Kong
$17.4K -$50.7K -271 -77%
BC
414
Bayforest Capital
United Kingdom
$14.4K -$198K -1,056 -94%
MG
415
Mather Group
Illinois
$13.2K
CFO
416
CVA Family Office
Colorado
$12.8K +$8.79K +47 +336%
QC
417
Quent Capital
New York
$12.1K +$187 +1 +2%
TWD
418
True Wealth Design
Ohio
$11.7K -$4.68K -25 -31%
Mitsubishi UFJ Asset Management
419
Mitsubishi UFJ Asset Management
Japan
$11.7K
IAIM
420
International Assets Investment Management
Florida
$11.2K +$1.31K +7 +15%
HWP
421
Highline Wealth Partners
California
$11.1K +$7.48K +40 +308%
PWPS
422
Pinnacle Wealth Planning Services
Ohio
$10.9K -$13.3K -71 -58%
National Bank of Canada
423
National Bank of Canada
Quebec, Canada
$10.4K -$17.4K -93 -65%
JWA
424
JFS Wealth Advisors
Pennsylvania
$9.42K +$374 +2 +5%
CA
425
Clearstead Advisors
Ohio
$9.42K +$5.61K +30 +200%