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Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
701
Owl Creek Wealth Partners
Colorado
$21.5K +$1.07K +5 +5%
SGK
702
Steigerwald Gordon & Koch
Virginia
$21.1K – – –
CPG
703
Cornerstone Planning Group
New Jersey
$20.6K +$214 +1 +1%
First Eagle Investment Management
704
First Eagle Investment Management
New York
$20K +$16.5K +77 +428%
DWS
705
Dynamic Wealth Strategies
California
$20K – – –
EDRH
706
Edmond de Rothschild Holding
Switzerland
$19.6K +$19.9K +93 New
CA
707
Centerpoint Advisors
Massachusetts
$19K -$214 -1 -1%
TM
708
Torren Management
California
$18.6K – – –
AIM
709
Anchor Investment Management
South Carolina
$18.3K +$10.7K +50 +135%
FFO
710
Fortitude Family Office
Arizona
$17.9K -$429 -2 -2%
JWA
711
JFS Wealth Advisors
Pennsylvania
$17.1K – – –
SNBOSD
712
Security National Bank of So Dak
Iowa
$16.8K +$17.2K +80 New
AWM
713
Activest Wealth Management
Florida
$15.8K +$13.9K +65 +650%
TPCW
714
TD Private Client Wealth
New York
$14.9K -$4.72K -22 -24%
AUB
715
Atlantic Union Bankshares
Virginia
$14.7K -$214 -1 -1%
RPA
716
Redwood Park Advisors
California
$14.7K – – –
KFA
717
Kelleher Financial Advisors
New York
$14.3K – – –
WAG
718
Wilkerson Advisory Group
Missouri
$14.1K -$4.5K -21 -24%
CAL
719
Capital Advisors Ltd
Ohio
$14K -$214 -1 -2%
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$13.9K – – –
CFFP
721
Center for Financial Planning
Michigan
$13.5K -$193K -898 -93%
BWA
722
Basecamp Wealth Advisors
Washington
$13.5K -$4.29K -20 -24%
HI
723
Harbour Investments
Wisconsin
$13.4K +$1.29K +6 +10%
RWM
724
RMG Wealth Management
Wisconsin
$12.8K -$3.22K -15 -22%
CT
725
Clearstead Trust
Maine
$12.6K +$12.9K +60 New