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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
951
Community Financial Services Group
Vermont
$561K +$5.23K +33 +0.9%
BIAS
952
Beacon Investment Advisory Services
New Jersey
$559K +$73.4K +463 +15%
TW
953
Transform Wealth
Colorado
$552K -$177K -1,120 -24%
HA
954
Harfst & Associates
Wyoming
$552K +$161K +1,015 +41%
W
955
WealthStone
Ohio
$542K +$22.8K +144 +4%
ALAM
956
Asahi Life Asset Management
Japan
$540K +$277K +1,750 +104%
FUBT
957
First United Bank & Trust
Maryland
$533K +$21.4K +135 +4%
RSC
958
Red Spruce Capital
Pennsylvania
$531K +$5.54K +35 +1%
PCM
959
Princeton Capital Management
New Jersey
$530K +$43.9K +277 +9%
CWP
960
Curated Wealth Partners
California
$528K -$44.5K -281 -8%
AIM
961
Anchor Investment Management
South Carolina
$523K +$327K +2,065 +164%
RCAG
962
Rehmann Capital Advisory Group
Michigan
$520K +$16.6K +105 +3%
TI
963
Tidal Investments
Wisconsin
$518K +$169K +1,068 +48%
ATPW
964
Ashton Thomas Private Wealth
Arizona
$518K -$4.91K -31 -0.9%
RIA
965
Realta Investment Advisors
Delaware
$516K -$69.2K -437 -12%
WTC
966
WhitTier Trust Company
Nevada
$516K
QCIG
967
Quad-Cities Investment Group
Iowa
$516K +$158 +1 +0%
ACP
968
Ashfield Capital Partners
California
$510K
IFWM
969
Institute for Wealth Management
Colorado
$506K -$58.3K -368 -10%
SAM
970
Silvercrest Asset Management
New York
$506K
Lido Advisors
971
Lido Advisors
California
$502K -$10.5K -66 -2%
LFAS
972
Level Four Advisory Services
Texas
$501K +$64.5K +407 +15%
SM
973
Sciencast Management
New Jersey
$499K -$420K -2,651 -46%
EGM
974
Engineers Gate Manager
New York
$495K -$787K -4,969 -61%
MFG
975
Menard Financial Group
Texas
$493K -$68K -429 -12%