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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Prestige Wealth Management Group
New Jersey
$5.95K – – –
BT
702
Banque Transatlantique
France
$5.87K – – –
TM
703
Torren Management
California
$5.79K -$4.52K -54 -43%
Vanguard National Trust
704
Vanguard National Trust
Pennsylvania
$5.63K +$5.86K +70 New
DF
705
DecisionPoint Financial
Arizona
$5.47K – – –
AWM
706
Abound Wealth Management
Tennessee
$5.23K – – –
NEWAS
707
N.E.W. Advisory Services
Wisconsin
$5.07K – – –
GFA
708
Godfrey Financial Associates
New York
$4.98K – – –
EWP
709
Elevation Wealth Partners
California
$4.9K -$4.94K -59 -49%
BGAI
710
Bruce G. Allen Investments
Colorado
$4.9K -$168 -2 -3%
CT
711
Clearstead Trust
Maine
$4.82K +$5.03K +60 New
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$4.74K -$167K -1,998 -97%
HC
713
Hurley Capital
New York
$4.66K – – –
CFM
714
Cornerstone Financial Management
Massachusetts
$4.66K +$2.18K +26 +81%
CPG
715
Cornerstone Planning Group
New Jersey
$4.36K +$3.02K +36 +900%
AIP
716
Ameritas Investment Partners
Nebraska
$4.1K +$84 +1 +2%
CH
717
Cromwell Holdings
Wyoming
$4.1K +$586 +7 +16%
B
718
Bayban
Minnesota
$4.02K – – –
BL
719
BFSG LLC
California
$4.02K – – –
QPBE
720
Quintet Private Bank (Europe)
Luxembourg
$4.02K – – –
SFCL
721
Strengthening Families & Communities LLC
Massachusetts
$4.02K – – –
UB
722
UMB Bank
Missouri
$3.94K -$50.8K -607 -93%
SWM
723
Spire Wealth Management
Virginia
$3.86K -$1K -12 -20%
EWM
724
Evolution Wealth Management
Florida
$3.7K +$3.85K +46 New
RF
725
Rossby Financial
Florida
$3.63K +$3.77K +45 New