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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Crowley Wealth Management
Delaware
$8.85K
SWA
577
SOA Wealth Advisors
New York
$8.41K +$7.97K +100 +714%
AssetMark Inc
578
AssetMark Inc
California
$8.19K -$1.27K -16 -13%
CVM
579
Cheviot Value Management
California
$7.82K +$7.97K +100 New
MMCM
580
Murphy & Mullick Capital Management
New York
$7.82K
CSB
581
City State Bank
Iowa
$7.75K
PWMG
582
Prestige Wealth Management Group
New Jersey
$7.38K -$3.11K -39 -28%
MSG
583
Main Street Group
Virginia
$7.38K
SIS
584
Strategic Investment Solutions
Illinois
$7.38K
EWP
585
Elevation Wealth Partners
California
$7.38K +$7.97K +100 New
KWM
586
Kiker Wealth Management
Georgia
$7.38K +$7.97K +100 New
SCB
587
Saudi Central Bank
Saudi Arabia
$7.23K +$7.81K +98 New
CFG
588
CKW Financial Group
Hawaii
$7K
MWM
589
Mascoma Wealth Management
New Hampshire
$6.79K
BIA
590
Bell Investment Advisors
California
$6.27K +$1.04K +13 +18%
WIM
591
Westside Investment Management
California
$6.27K
RA
592
Rise Advisors
New York
$5.9K -$159 -2 -2%
CFO
593
CVA Family Office
Colorado
$5.61K +$1.35K +17 +29%
BCWM
594
Bartlett & Co Wealth Management
Ohio
$5.53K
FDW
595
Fourth Dimension Wealth
Ohio
$5.53K
IMC
596
Investment Management Corporation
Virginia
$5.24K
MSWA
597
Marshall & Sterling Wealth Advisors
New York
$5.09K +$5.5K +69 New
DF
598
DecisionPoint Financial
Arizona
$5.02K
Bessemer Group
599
Bessemer Group
New Jersey
$5K
AWM
600
Abound Wealth Management
Tennessee
$4.8K