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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard National Trust
701
Vanguard National Trust
Pennsylvania
$5.63K +$5.86K +70 New
DF
702
DecisionPoint Financial
Arizona
$5.47K
AWM
703
Abound Wealth Management
Tennessee
$5.23K
NEWAS
704
N.E.W. Advisory Services
Wisconsin
$5.07K
GFA
705
Godfrey Financial Associates
New York
$4.98K
EWP
706
Elevation Wealth Partners
California
$4.9K -$4.94K -59 -49%
BGAI
707
Bruce G. Allen Investments
Colorado
$4.9K -$168 -2 -3%
CT
708
Clearstead Trust
Maine
$4.82K +$5.03K +60 New
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$4.74K -$167K -1,998 -97%
HC
710
Hurley Capital
New York
$4.66K
CFM
711
Cornerstone Financial Management
Massachusetts
$4.66K +$2.18K +26 +81%
CPG
712
Cornerstone Planning Group
New Jersey
$4.36K +$3.02K +36 +900%
AIP
713
Ameritas Investment Partners
Nebraska
$4.1K +$84 +1 +2%
CH
714
Cromwell Holdings
Wyoming
$4.1K +$586 +7 +16%
B
715
Bayban
Minnesota
$4.02K
BL
716
BFSG LLC
California
$4.02K
QPBE
717
Quintet Private Bank (Europe)
Luxembourg
$4.02K
SFCL
718
Strengthening Families & Communities LLC
Massachusetts
$4.02K
UB
719
UMB Bank
Missouri
$3.94K -$50.8K -607 -93%
SWM
720
Spire Wealth Management
Virginia
$3.86K -$1K -12 -20%
EWM
721
Evolution Wealth Management
Florida
$3.7K +$3.85K +46 New
RF
722
Rossby Financial
Florida
$3.63K +$3.77K +45 New
KFA
723
Kelleher Financial Advisors
New York
$3.56K +$2.09K +25 +125%
MAFA
724
MJT & Associates Financial Advisory
Minnesota
$3.46K -$4.94K -59 -58%
PWA
725
Physician Wealth Advisors
Utah
$3.3K -$11.5K -137 -77%