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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
401
Quaker Wealth Management
New Jersey
$838 +$483 +12 +109%
JWM
402
JPL Wealth Management
Colorado
$838 +$925 +23 New
FHC
403
First Horizon Corporation
Tennessee
$728 – – –
SNB
404
Security National Bank
Nebraska
$728 – – –
SEP
405
Signature Equity Partners
Ohio
$728 – – –
CH
406
Cromwell Holdings
Wyoming
$656 – – –
WPA
407
Wealth Preservation Advisors
Tennessee
$619 +$684 +17 New
TFM
408
TFC Financial Management
Massachusetts
$547 – – –
CFO
409
CVA Family Office
Colorado
$510 +$563 +14 New
KG
410
Kilter Group
New York
$510 +$563 +14 New
CPG
411
Cornerstone Planning Group
New Jersey
$489 +$161 +4 +44%
SouthState Corp
412
SouthState Corp
Florida
$365 -$1.45K -36 -78%
ACA
413
American Capital Advisory
Idaho
$328 – – –
FMP
414
Financial Management Professionals
Texas
$291 +$161 +4 +100%
TWM
415
TopTier Wealth Management
Wisconsin
$291 +$322 +8 New
RWM
416
Raffa Wealth Management
District of Columbia
$219 – – –
MCM
417
MV Capital Management
Maryland
$219 +$40 +1 +20%
Harbour Investments
418
Harbour Investments
Wisconsin
$184 -$161 -4 -44%
KFAS
419
Keating Financial Advisory Services
Kansas
$182 +$121 +3 +150%
Bogart Wealth LLC
420
Bogart Wealth LLC
Virginia
$182 +$201 +5 New
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$146 – – –
JWA
422
JFS Wealth Advisors
Pennsylvania
$146 – – –
BHWM
423
Bay Harbor Wealth Management
Maryland
$145 +$80 +2 +100%
DF
424
Dunhill Financial
United Kingdom
$123 – – –
TPWA
425
Twin Peaks Wealth Advisors
California
$109 +$121 +3 New