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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
651
Front Row Advisors
California
$31.7K +$19.9K +100 +167%
TSMHT
652
Thurston Springer Miller Herd & Titak
Indiana
$31.3K +$23.5K +118 +295%
MA
653
Montag & Associates
Georgia
$30.4K -$1.4K -7 -4%
CFO
654
CVA Family Office
Colorado
$30.2K +$16.5K +83 +120%
TFA
655
Toth Financial Advisory
Virginia
$29.8K – – –
BT
656
Banque Transatlantique
France
$29.8K +$29.9K +150 New
NEWAS
657
N.E.W. Advisory Services
Wisconsin
$29.2K +$29.3K +147 New
SW
658
SVB Wealth
Massachusetts
$25.6K +$25.7K +129 New
OP
659
ORG Partners
Indiana
$25.5K +$18.7K +94 +285%
CFFP
660
Center for Financial Planning
Michigan
$24.6K – – –
CCA
661
Catalyst Capital Advisors
New York
$23.6K +$399 +2 +2%
MSFP
662
Mark Sheptoff Financial Planning
Connecticut
$22.8K +$22.9K +115 New
HIW
663
Holos Integrated Wealth
Pennsylvania
$21.8K – – –
AssetMark Inc
664
AssetMark Inc
California
$21.4K +$8.37K +42 +64%
A
665
AlphaQuest
New York
$21.2K -$500K -2,511 -96%
TCA
666
Trifecta Capital Advisors
Illinois
$20.8K – – –
DAM
667
Delta Asset Management
Tennessee
$20.4K – – –
NS
668
NBC Securities
Alabama
$20K +$20.9K +105 New
ME
669
McIlrath & Eck
Washington
$19.8K – – –
OC
670
Oakworth Capital
Alabama
$19.8K +$19.9K +100 New
HWP
671
Highline Wealth Partners
California
$19.2K +$5.38K +27 +39%
PAI
672
Pittenger & Anderson Inc
Nebraska
$18.9K – – –
PWMG
673
Prestige Wealth Management Group
New Jersey
$17.9K – – –
SWM
674
Spire Wealth Management
Virginia
$16.7K -$4.78K -24 -22%
HCP
675
Hexagon Capital Partners
Arkansas
$16.5K +$1.79K +9 +12%