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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$1.89K +$445 +12 +34%
UB
502
UMB Bank
Missouri
$1.88K +$1.74K +47 New
FPF
503
First Pacific Financial
Washington
$1.84K
SHIM
504
Stone House Investment Management
Pennsylvania
$1.84K
TPCW
505
TD Private Client Wealth
New York
$1.76K +$519 +14 +47%
CH
506
Cromwell Holdings
Wyoming
$1.72K
MAM
507
Marquette Asset Management
Minnesota
$1.64K +$1.52K +41 New
BTI
508
Blue Trust Inc
Georgia
$1.32K
SC
509
SouthState Corp
Florida
$1.2K -$3.89K -105 -78%
IWM
510
IMG Wealth Management
Florida
$1.2K +$1.11K +30 New
CPG
511
Cornerstone Planning Group
New Jersey
$1.13K -$44K -1,186 -98%
TFM
512
TFC Financial Management
Massachusetts
$1.12K
HFS
513
Hughes Financial Services
Virginia
$1.12K
CAL
514
Capital Advisors Ltd
Ohio
$1K
Bessemer Group
515
Bessemer Group
New Jersey
$1K +$1.15K +31 New
VNA
516
Valley National Advisers
Pennsylvania
$1K +$1.52K +41 New
CCM
517
Cloud Capital Management
Washington
$1K +$1.67K +45 New
TWD
518
True Wealth Design
Ohio
$841
SIC
519
SJS Investment Consulting
Ohio
$841 +$297 +8 +62%
BHWM
520
Bay Harbor Wealth Management
Maryland
$760 +$297 +8 +73%
BGAI
521
Bruce G. Allen Investments
Colorado
$721
RWM
522
Rialto Wealth Management
New York
$721 +$297 +8 +80%
RCM
523
Richardson Capital Management
Wisconsin
$641
W
524
WealthCollab
Washington
$641 +$593 +16 New
HIA
525
HFM Investment Advisors
New Jersey
$601 +$148 +4 +36%