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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.71K +126 +48%
PB
102
Pinnacle Bancorp
Nebraska
$7.66K – – –
MA
103
Montag & Associates
Georgia
$7.53K – – –
SWA
104
SOA Wealth Advisors
New York
$7.5K – – –
BWA
105
Basecamp Wealth Advisors
Washington
$6.54K +$6.26K +291 New
MCM
106
Manchester Capital Management
Vermont
$5.93K -$1.72K -80 -23%
IA
107
IFP Advisors
Florida
$5.79K -$581 -27 -9%
BIA
108
Bell Investment Advisors
California
$5.3K +$65 +3 +1%
LFG
109
Larson Financial Group
Missouri
$4.96K +$4.28K +199 +905%
FC
110
Financial Consulate
Maryland
$4.07K +$2.39K +111 +159%
UBS AM
111
UBS AM
Illinois
$4.07K +$3.89K +181 New
HI
112
Harbour Investments
Wisconsin
$4.02K – – –
BWAM
113
Boyd Watterson Asset Management
Ohio
$3.37K – – –
PGAM
114
Princeton Global Asset Management
New Jersey
$3.12K – – –
PUI
115
Purpose Unlimited Inc
$2.85K +$2.73K +127 New
GWM
116
Geneos Wealth Management
Colorado
$2.79K – – –
CIA
117
Cape Investment Advisory
Georgia
$2.54K +$667 +31 +38%
CFM
118
Cornerstone Financial Management
Massachusetts
$2.45K +$2.34K +109 New
W
119
WealthCollab
Washington
$2.43K +$2.32K +108 New
PWPS
120
Pinnacle Wealth Planning Services
Ohio
$2.11K +$2.02K +94 New
Bessemer Group
121
Bessemer Group
New Jersey
$2K -$1.48K -69 -39%
RBC
122
Roble Belko & Company
Pennsylvania
$2K – – –
WAU
123
Wellington-Altus USA
Manitoba, Canada
$1.66K +$1.59K +74 New
GTAM
124
Global Trust Asset Management
Florida
$1.5K – – –
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.42K +$452 +21 +50%