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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1526
Forza Wealth Management
Florida
$306K
NDSI
1527
Newman Dignan & Sheerar Inc
Rhode Island
$304K +$493 +3 +0.2%
HFAS
1528
Hummer Financial Advisory Services
Illinois
$303K +$301K +1,830 New
LMKC
1529
L.M. Kohn & Company
Ohio
$302K -$24.8K -151 -8%
VST
1530
Van Strum & Towne
California
$301K
QPW
1531
Quantum Private Wealth
Florida
$301K
SPWM
1532
Schrum Private Wealth Management
Florida
$301K -$5.1K -31 -2%
CWA
1533
Clarity Wealth Advisors
California
$300K +$1.81K +11 +0.6%
JSW
1534
Journey Strategic Wealth
New Jersey
$298K +$14K +85 +5%
SAM
1535
SignalPoint Asset Management
Missouri
$298K -$16.4K -100 -5%
GPA
1536
Garrison Point Advisors
California
$298K -$2.63K -16 -0.9%
EWP
1537
Elevation Wealth Partners
California
$297K +$295K +1,795 New
NRI
1538
NFP Retirement Inc
California
$296K -$986 -6 -0.3%
N
1539
Natixis
France
$296K -$6.32M -38,452 -96%
GA
1540
Geller Advisors
New York
$295K +$35.5K +216 +14%
PTC
1541
Philadelphia Trust Company
Pennsylvania
$295K -$41.1K -250 -12%
BST
1542
Bath Savings Trust
Maine
$295K -$31.1K -189 -10%
FSCM
1543
Front Street Capital Management
Montana
$294K
FWTB
1544
First Western Trust Bank
Colorado
$293K -$2.79K -17 -1%
SFP
1545
Sweet Financial Partners
Minnesota
$292K -$665K -4,044 -70%
ERWM
1546
Elk River Wealth Management
Colorado
$292K
HNW
1547
High Note Wealth
Minnesota
$291K -$76.6K -466 -21%
BWM
1548
Birchcreek Wealth Management
Ohio
$291K +$13.2K +80 +5%
CCM
1549
Crew Capital Management
Ohio
$290K -$9.21K -56 -3%
AF
1550
Apexium Financial
Texas
$289K +$10K +61 +4%