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Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
601
Prudent Man Investment Management
Colorado
$5.15K – – –
AWM
602
Aberdeen Wealth Management
Illinois
$4.83K +$4.26K +25 New
MI
603
Markowski Investments
Florida
$4.83K +$4.26K +25 New
EWP
604
Elevation Wealth Partners
California
$4.64K +$4.09K +24 New
SGFG
605
Silver Grove Financial Group
New York
$4.44K +$3.92K +23 New
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.06K – – –
NWM
607
Navigoe Wealth Management
California
$4K +$681 +4 +24%
PTC
608
Private Trust Company
Ohio
$3.87K -$18.4K -108 -84%
PWA
609
Physician Wealth Advisors
Utah
$3.87K -$852 -5 -20%
PWMG
610
Private Wealth Management Group
New Jersey
$3.48K – – –
WB
611
Webster Bank
Connecticut
$3.48K +$170 +1 +6%
KFA
612
Kelleher Financial Advisors
New York
$3.44K – – –
BWL
613
Bogart Wealth LLC
Virginia
$3.29K -$47.4K -278 -94%
SEP
614
Signature Equity Partners
Ohio
$3.14K +$1.53K +9 +129%
PWA
615
Provenance Wealth Advisors
Florida
$3.09K – – –
CH
616
Cromwell Holdings
Wyoming
$3.09K +$1.36K +8 +100%
AFG
617
Albion Financial Group
Utah
$2.9K – – –
WA
618
Whipplewood Advisors
Colorado
$2.9K -$2.73K -16 -52%
SWM
619
Spire Wealth Management
Virginia
$2.87K +$170 +1 +7%
VWA
620
Valued Wealth Advisors
Utah
$2.71K -$1.53K -9 -39%
CCMI
621
Creative Capital Management Investments
California
$2.71K -$1.87K -11 -44%
1NWS
622
1 North Wealth Services
Maryland
$2.71K – – –
DPW
623
DiNuzzo Private Wealth
Pennsylvania
$2.32K -$170 -1 -8%
BHWM
624
Bay Harbor Wealth Management
Maryland
$2.32K +$170 +1 +9%
CA
625
Continuum Advisory
Idaho
$2.32K +$2.04K +12 New