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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2176
Centricity Wealth Management
Ohio
$164K – – –
CB
2177
CNB Bank
Pennsylvania
$163K -$33K -170 -15%
HH
2178
HWG Holdings
Texas
$162K -$4.27M -21,965 -96%
HCMG
2179
Howard Capital Management Group
California
$158K – – –
AFG
2180
Albion Financial Group
Utah
$157K +$155K +800 +556%
TFM
2181
TFC Financial Management
Massachusetts
$156K -$23.1K -119 -11%
W
2182
WealthCollab
Washington
$152K +$4.66K +24 +3%
FMP
2183
Financial Management Professionals
Texas
$143K -$7.19K -37 -4%
CFG
2184
CKW Financial Group
Hawaii
$143K – – –
PMFA
2185
Plante Moran Financial Advisors
Michigan
$141K -$22.9K -118 -12%
KFI
2186
Key Financial Inc
Pennsylvania
$137K +$2.53K +13 +2%
OWP
2187
ORG Wealth Partners
Texas
$137K +$154K +791 +3,767%
ADL
2188
Asset Dedication LLC
California
$135K -$5.83K -30 -4%
LWCFA
2189
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K – – –
HCP
2190
Hexagon Capital Partners
Arkansas
$133K -$41.6K -214 -21%
PPC
2191
Park Place Capital
Alabama
$130K -$3.5K -18 -2%
AWM
2192
Atticus Wealth Management
Florida
$129K – – –
CI
2193
CX Institutional
Indiana
$126K +$147K +758 New
BMCM
2194
Black Maple Capital Management
Wisconsin
$125K +$146K +750 New
ABWM
2195
Alpine Bank Wealth Management
Colorado
$117K +$137K +705 New
PP
2196
PrairieView Partners
Minnesota
$117K +$38.9K +200 +39%
NL
2197
NKCFO LLC
Illinois
$116K – – –
BBPWM
2198
Blue Bell Private Wealth Management
Pennsylvania
$116K +$136K +698 New
CWP
2199
Concord Wealth Partners
Virginia
$115K +$6.8K +35 +5%
SC
2200
SouthState Corp
Florida
$115K +$110K +565 +445%