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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1826
ShoreHaven Wealth Partners
New Jersey
$656K +$1.46K +36 +0.2%
QWM
1827
QP Wealth Management
New Jersey
$655K +$652K +16,080 New
EI
1828
Ellevest Inc
New York
$654K +$2.92K +72 +0.5%
FFA
1829
Fragasso Financial Advisors
Pennsylvania
$654K +$65.3K +1,610 +11%
PLFS
1830
Provident Living Financial Services
Utah
$653K +$651K +16,042 New
RCM
1831
RB Capital Management
Nevada
$649K +$55.3K +1,363 +9%
KCAM
1832
Kagan Cocozza Asset Management
New Jersey
$648K +$17.4K +429 +3%
AWM
1833
Atticus Wealth Management
Florida
$648K +$47.1K +1,160 +8%
PAG
1834
Powers Advisory Group
Illinois
$647K +$31.2K +770 +5%
AW
1835
Alchemi Wealth
Connecticut
$646K +$643K +15,856 New
RCA
1836
Resonant Capital Advisors
Wisconsin
$645K +$19.8K +487 +3%
CCG
1837
Cypress Capital Group
Florida
$644K +$318K +7,832 +98%
V
1838
VeraBank
Texas
$644K -$36.5K -900 -5%
OFO
1839
OneAscent Family Office
Alabama
$643K +$218K +5,373 +52%
FMI
1840
Frec Markets Inc
California
$643K +$640K +15,788 New
TBA
1841
Tower Bridge Advisors
Pennsylvania
$643K -$198K -4,883 -24%
DA
1842
Dover Advisors
Virginia
$642K -$66.3K -1,635 -9%
CCG
1843
Ceeto Capital Group
Florida
$642K – – –
BCA
1844
Bay Colony Advisors
Massachusetts
$641K -$304K -7,506 -32%
ADMI
1845
Albert D. Mason Inc
Massachusetts
$639K +$2.76K +68 +0.4%
AFW
1846
Avantra Family Wealth
Pennsylvania
$637K -$28.4K -701 -4%
IIC
1847
Integrated Investment Consultants
Michigan
$637K +$332K +8,182 +110%
NIM
1848
Nexus Investment Management
Ontario, Canada
$636K – – –
ST
1849
Somerset Trust
Pennsylvania
$634K -$110K -2,704 -15%
PWM
1850
Prentice Wealth Management
New York
$633K +$59.7K +1,473 +10%