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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
3001
Flagship Wealth Advisors
Massachusetts
$93.8K -$192K -1,460 -68%
MCA
3002
Maryland Capital Advisors
Maryland
$93.6K
EP
3003
Essential Partners
California
$92.3K -$105K -800 -54%
VWA
3004
VSM Wealth Advisory
Maryland
$92.1K -$6.04K -46 -6%
RFS
3005
Richardson Financial Services
Massachusetts
$90.7K +$12.6K +96 +17%
EPIME
3006
Evelyn Partners Investment Management (Europe)
$90.4K
EWM
3007
Evolution Wealth Management
Florida
$89.5K
AWM
3008
Accredited Wealth Management
Kentucky
$88.4K +$22.8K +174 +26%
MIM
3009
Meridiem Investment Management
United Kingdom
$87.8K
SHIM
3010
Stone House Investment Management
Pennsylvania
$86K +$1.18K +9 +1%
VWM
3011
Valley Wealth Managers
New Jersey
$86K +$25.2K +192 +43%
JWM
3012
JPL Wealth Management
Colorado
$84.7K +$83K +632 New
ACA
3013
American Capital Advisory
Idaho
$84.1K -$131 -1 -0.2%
HIW
3014
Holos Integrated Wealth
Pennsylvania
$83.9K
WFA
3015
West Financial Advisors
Iowa
$82.5K
WA
3016
WPG Advisers
Maryland
$78.2K -$36.6K -279 -32%
HWP
3017
Highline Wealth Partners
California
$76.7K -$263 -2 -0.3%
MWM
3018
Mascoma Wealth Management
New Hampshire
$75.3K
RBC
3019
Roble Belko & Company
Pennsylvania
$74K +$6.43K +49 +10%
TCM
3020
TD Capital Management
Tennessee
$72.4K -$6.3K -48 -8%
TLA
3021
Tanglewood Legacy Advisors
Texas
$71.4K
CH
3022
Canton Hathaway
Rhode Island
$70K
UCB
3023
United Community Bank
South Carolina
$69.9K +$9.98K +76 +17%
RA
3024
Rational Advisors
New York
$68.7K +$1.18K +9 +2%
CIAS
3025
CBIZ Investment Advisory Services
Ohio
$68.3K -$6.43K -49 -9%