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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
JPL Wealth Management
Colorado
$838 +$925 +23 New
FHC
402
First Horizon Corporation
Tennessee
$728
SNB
403
Security National Bank
Nebraska
$728
SEP
404
Signature Equity Partners
Ohio
$728
CH
405
Cromwell Holdings
Wyoming
$656
WPA
406
Wealth Preservation Advisors
Tennessee
$619 +$684 +17 New
TFM
407
TFC Financial Management
Massachusetts
$547
CFO
408
CVA Family Office
Colorado
$510 +$563 +14 New
KG
409
Kilter Group
New York
$510 +$563 +14 New
CPG
410
Cornerstone Planning Group
New Jersey
$489 +$161 +4 +44%
SC
411
SouthState Corp
Florida
$365 -$1.45K -36 -78%
ACA
412
American Capital Advisory
Idaho
$328
FMP
413
Financial Management Professionals
Texas
$291 +$161 +4 +100%
TWM
414
TopTier Wealth Management
Wisconsin
$291 +$322 +8 New
RWM
415
Raffa Wealth Management
District of Columbia
$219
MCM
416
MV Capital Management
Maryland
$219 +$40 +1 +20%
HI
417
Harbour Investments
Wisconsin
$184 -$161 -4 -44%
KFAS
418
Keating Financial Advisory Services
Kansas
$182 +$121 +3 +150%
BWL
419
Bogart Wealth LLC
Virginia
$182 +$201 +5 New
DPW
420
DiNuzzo Private Wealth
Pennsylvania
$146
JWA
421
JFS Wealth Advisors
Pennsylvania
$146
BHWM
422
Bay Harbor Wealth Management
Maryland
$145 +$80 +2 +100%
DF
423
Dunhill Financial
United Kingdom
$123
TPWA
424
Twin Peaks Wealth Advisors
California
$109 +$121 +3 New
VWA
425
Valued Wealth Advisors
Utah
$73