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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2901
TD Capital Management
Tennessee
$75.6K +$339 +3 +0.4%
BHWM
2902
Beaird Harris Wealth Management
Texas
$73.4K
PWMG
2903
Private Wealth Management Group
New Jersey
$72.4K +$30.3K +268 +61%
NSG
2904
Nalls Sherbakoff Group
Tennessee
$72.3K -$6.78K -60 -8%
RBC
2905
Roble Belko & Company
Pennsylvania
$72K +$17.1K +151 +28%
ATC
2906
Advantage Trust Company
Kansas
$71.7K
WPA
2907
Wealth Preservation Advisors
Tennessee
$71.3K -$240K -2,122 -75%
VWA
2908
VSM Wealth Advisory
Maryland
$70.6K
CW
2909
CrossGen Wealth
North Carolina
$70.5K +$339 +3 +0.4%
BFS
2910
Beacon Financial Strategies
North Carolina
$70.3K
EPIME
2911
Evelyn Partners Investment Management (Europe)
$69.3K
AW
2912
Avion Wealth
Texas
$68K -$19.2K -170 -20%
ACA
2913
American Capital Advisory
Idaho
$67.9K +$4.29K +38 +6%
KAS
2914
Kemnay Advisory Services
New York
$66.9K -$3.39K -30 -4%
RFG
2915
REAP Financial Group
Texas
$66.8K -$118K -1,043 -62%
SHIM
2916
Stone House Investment Management
Pennsylvania
$65.5K
HIW
2917
Holos Integrated Wealth
Pennsylvania
$64.5K
TGY2IT
2918
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$63.1K +$69.4K +615 New
TWD
2919
True Wealth Design
Ohio
$61.6K +$23K +204 +52%
DF
2920
Dunhill Financial
United Kingdom
$60.1K -$42.9K -380 -39%
AP
2921
Atwood & Palmer
Missouri
$59.8K -$30.7K -272 -32%
SA
2922
Seneschal Advisors
Washington
$59.2K -$17.7K -157 -21%
MSWM
2923
Mowery & Schoenfeld Wealth Management
Illinois
$58.7K -$18.6K -165 -22%
RA
2924
Rational Advisors
New York
$58.5K
HWP
2925
Highline Wealth Partners
California
$58.4K -$6.89K -61 -10%