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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1201
Prestige Wealth Management Group
New Jersey
$79K +$6.05K +78 +8%
PFBT
1202
Parkside Financial Bank & Trust
Missouri
$78K +$2.56K +33 +3%
SWM
1203
Selective Wealth Management
Virginia
$73K -$3.88K -50 -5%
CHA
1204
Carmichael Hill & Associates
Maryland
$71K
MMG
1205
Monetary Management Group
Missouri
$71K +$23.3K +300 +50%
CI
1206
CX Institutional
Indiana
$70K +$6.13K +79 +10%
CFO
1207
CVA Family Office
Colorado
$69K +$42.3K +545 +168%
SWM
1208
Sugarloaf Wealth Management
Georgia
$68K +$155 +2 +0.2%
BAMG
1209
Brand Asset Management Group
Missouri
$66K +$3.26K +42 +5%
CBT
1210
Central Bank & Trust
Kentucky
$65K +$12.7K +164 +25%
KFI
1211
Key Financial Inc
Pennsylvania
$64K
GFPC
1212
Global Financial Private Client
Florida
$63.9K
CBT
1213
CoreFirst Bank & Trust
Kansas
$63K
HS
1214
Horan Securities
United States
$61K +$51.1K +659 +549%
TCM
1215
Tradewinds Capital Management
Washington
$60K
VRM
1216
Vectors Research Management
New York
$60K
CCM
1217
Covington Capital Management
California
$60K +$698 +9 +1%
Acadian Asset Management
1218
Acadian Asset Management
Massachusetts
$59K -$244K -3,144 -81%
AW
1219
Avion Wealth
Texas
$57K
BWP
1220
Baldwin Wealth Partners
Massachusetts
$56K +$24.6K +317 +79%
BFG
1221
Baron Financial Group
New Jersey
$55.1K
BDWM
1222
Brewin Dolphin Wealth Management
Ireland
$55.1K
SAI
1223
Systematic Alpha Investments
New Jersey
$54K
BCA
1224
Berman Capital Advisors
Georgia
$53K +$13.6K +175 +34%
CCM
1225
Cribstone Capital Management
Maine
$51K -$480K -6,188 -91%