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Name Holding Trade Value Shares
Change
Change in
Stake
BC
326
Bayforest Capital
United Kingdom
$1.7K -$146K -3,483 -99%
RWS
327
Retirement Wealth Solutions
Wisconsin
$1.58K +$1.22K +29 +290%
RWM
328
Rialto Wealth Management
New York
$1.5K +$1.51K +36 +3,600%
PWA
329
Physician Wealth Advisors
Utah
$1.42K +$1.47K +35 New
DWS
330
Dynamic Wealth Strategies
California
$1.26K +$715 +17 +121%
CPG
331
Cornerstone Planning Group
New Jersey
$1.21K
UB
332
UMB Bank
Missouri
$1.14K +$757 +18 +180%
Bessemer Group
333
Bessemer Group
New Jersey
$1K -$715 -17 -50%
FC
334
Financial Consulate
Maryland
$974 +$505 +12 +100%
SWM
335
SHP Wealth Management
Massachusetts
$933 +$799 +19 +475%
JWA
336
JFS Wealth Advisors
Pennsylvania
$893 +$210 +5 +29%
FFO
337
Fortitude Family Office
Arizona
$892 +$294 +7 +47%
CH
338
Cromwell Holdings
Wyoming
$852 +$883 +21 New
JWM
339
JPL Wealth Management
Colorado
$811
SAM
340
Smartleaf Asset Management
Massachusetts
$781
DPW
341
DiNuzzo Private Wealth
Pennsylvania
$771 +$757 +18 +1,800%
CIAM
342
Caitong International Asset Management
Hong Kong
$730 -$285K -6,787 -100%
IA
343
IFP Advisors
Florida
$689 -$294 -7 -29%
DCM
344
Davis Capital Management
Florida
$689 +$294 +7 +70%
SFG
345
Strive Financial Group
Indiana
$649
SC
346
SouthState Corp
Florida
$609
PWPS
347
Pinnacle Wealth Planning Services
Ohio
$608 -$84 -2 -12%
FNWA
348
Financial Network Wealth Advisors
Utah
$608 +$631 +15 New
BHWM
349
Bay Harbor Wealth Management
Maryland
$527 +$505 +12 +1,200%
KFI
350
Key Financial Inc
Pennsylvania
$527 +$547 +13 New