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Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
651
Thurston Springer Miller Herd & Titak
Indiana
$31.3K +$23.5K +118 +295%
MA
652
Montag & Associates
Georgia
$30.4K -$1.4K -7 -4%
CFO
653
CVA Family Office
Colorado
$30.2K +$16.5K +83 +120%
TFA
654
Toth Financial Advisory
Virginia
$29.8K
BT
655
Banque Transatlantique
France
$29.8K +$29.9K +150 New
NEWAS
656
N.E.W. Advisory Services
Wisconsin
$29.2K +$29.3K +147 New
SW
657
SVB Wealth
Massachusetts
$25.6K +$25.7K +129 New
OP
658
ORG Partners
Indiana
$25.5K +$18.7K +94 +285%
CFFP
659
Center for Financial Planning
Michigan
$24.6K
CCA
660
Catalyst Capital Advisors
New York
$23.6K +$399 +2 +2%
MSFP
661
Mark Sheptoff Financial Planning
Connecticut
$22.8K +$22.9K +115 New
HIW
662
Holos Integrated Wealth
Pennsylvania
$21.8K
AssetMark Inc
663
AssetMark Inc
California
$21.4K +$8.37K +42 +64%
A
664
AlphaQuest
New York
$21.2K -$500K -2,511 -96%
TCA
665
Trifecta Capital Advisors
Illinois
$20.8K
DAM
666
Delta Asset Management
Tennessee
$20.4K
NS
667
NBC Securities
Alabama
$20K +$20.9K +105 New
ME
668
McIlrath & Eck
Washington
$19.8K
OC
669
Oakworth Capital
Alabama
$19.8K +$19.9K +100 New
HWP
670
Highline Wealth Partners
California
$19.2K +$5.38K +27 +39%
PAI
671
Pittenger & Anderson Inc
Nebraska
$18.9K
PWMG
672
Prestige Wealth Management Group
New Jersey
$17.9K
SWM
673
Spire Wealth Management
Virginia
$16.7K -$4.78K -24 -22%
HCP
674
Hexagon Capital Partners
Arkansas
$16.5K +$1.79K +9 +12%
KIM
675
Kestra Investment Management
Texas
$15.9K +$9.17K +46 +135%