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Tempus AI
TEM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
426
Cassaday & Co Wealth Management
Virginia
$2.9K – – –
QL
427
Quarry LP
New York
$2.84K +$2.46K +49 New
CWP
428
Concord Wealth Partners
Virginia
$2.83K +$2.46K +49 New
CPG
429
Cornerstone Planning Group
New Jersey
$2.82K +$2.51K +50 +500%
SN
430
Sittner & Nelson
Oregon
$2.61K – – –
EWP
431
Elevation Wealth Partners
California
$2.61K +$2.26K +45 New
SWIM
432
Smallwood Wealth Investment Management
New Jersey
$2.61K – – –
MIM
433
Marshall Investment Management
Colorado
$2.55K – – –
PFBT
434
Parkside Financial Bank & Trust
Missouri
$2.32K +$1K +20 +100%
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$1.75K +35 +875%
TFGT
436
TS Financial Group (TSFG)
Illinois
$2K – – –
CH
437
Cromwell Holdings
Wyoming
$1.97K +$852 +17 +100%
TC
438
Trust Company
Kansas
$1.8K +$1.55K +31 New
BCV
439
Banque Cantonale Vaudoise
Switzerland
$1.76K -$209K -4,177 -12%
AAG
440
Armstrong Advisory Group
Massachusetts
$1.68K – – –
GSWM
441
Golden State Wealth Management
California
$1.56K – – –
OAG
442
Oakmont Advisory Group
New Mexico
$1.5K +$1.3K +26 New
RWS
443
Retirement Wealth Solutions
Wisconsin
$1.45K +$702 +14 +127%
SAM
444
Smartleaf Asset Management
Massachusetts
$1.4K – – –
SHIM
445
Stone House Investment Management
Pennsylvania
$1.39K +$1.2K +24 New
IAS
446
IMA Advisory Services
Colorado
$1.33K +$451 +9 +64%
APFP
447
Action Point Financial Planning
Michigan
$1.27K +$1.1K +22 New
SWM
448
SHP Wealth Management
Massachusetts
$1.16K -$201 -4 -17%
NSIM
449
North Star Investment Management
Illinois
$1.16K +$1K +20 New
PWA
450
Physician Wealth Advisors
Utah
$1.16K +$1K +20 New
16 17
18
19 20