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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
476
Medallion Wealth Advisors
Connecticut
$11.3K +$12.3K +753 New
CNBTD
477
Citizens National Bank Trust Department
Mississippi
$10.9K – – –
AG
478
AmeriFlex Group
Nevada
$9.02K – – –
CB
479
Community Bank
New York
$9.02K – – –
OCM
480
Osbon Capital Management
Massachusetts
$8.83K +$9.56K +587 New
BWM
481
Bullock Wealth Management
Indiana
$8.69K – – –
PWA
482
Physician Wealth Advisors
Utah
$8.6K -$277 -17 -3%
BCM
483
Boreal Capital Management
Florida
$8.42K – – –
CPG
484
Cornerstone Planning Group
New Jersey
$8.36K -$16.6K -1,018 -64%
FC
485
Financial Consulate
Maryland
$8.17K -$1.89K -116 -18%
TWD
486
True Wealth Design
Ohio
$8.14K +$49 +3 +0.6%
SHIM
487
Stone House Investment Management
Pennsylvania
$7.91K +$4.53K +278 +112%
MMCM
488
Murphy & Mullick Capital Management
New York
$7.52K – – –
MG
489
Mather Group
Illinois
$7.37K – – –
AWA
490
Acumen Wealth Advisors
Tennessee
$6.75K +$7.32K +449 New
DWM
491
Dogwood Wealth Management
Kansas
$6.59K – – –
RF
492
Rossby Financial
Florida
$6.47K -$326 -20 -4%
BIA
493
Bell Investment Advisors
California
$6.35K – – –
CT
494
Clearstead Trust
Maine
$6.24K – – –
EIP
495
Essential Investment Partners
Colorado
$6.02K – – –
HNB
496
Hilltop National Bank
Wyoming
$5.57K – – –
W
497
WealthCollab
Washington
$5.47K – – –
HC
498
Hurley Capital
New York
$5.38K – – –
RIL
499
Rothschild Investment LLC
Illinois
$5.04K – – –
BFPW
500
BOK Financial Private Wealth
Colorado
$4.86K +$5.26K +323 New