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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
2601
Clean Yield Group
Vermont
$20.1K -$10K -26 -33%
SR
2602
Syntax Research
Florida
$20.1K
AWM
2603
Accredited Wealth Management
Kentucky
$19.3K
PAM
2604
Parvin Asset Management
South Dakota
$19.3K +$4.62K +12 +32%
RWM
2605
Rialto Wealth Management
New York
$19K +$8.09K +21 +75%
LWMI
2606
Legacy Wealth Management (Idaho)
Idaho
$18.6K
LIS
2607
Legacy Investment Solutions
Idaho
$18.6K +$18.5K +48 New
CMA
2608
Cedar Mountain Advisors
Oregon
$18.6K
CTWM
2609
Cherry Tree Wealth Management
Minnesota
$17.4K -$13.1K -34 -43%
BBPWM
2610
Blue Bell Private Wealth Management
Pennsylvania
$17.4K
DRP
2611
Decker Retirement Planning
Utah
$17.4K +$17.3K +45 New
HWP
2612
Highline Wealth Partners
California
$16.2K -$2.31K -6 -13%
SC
2613
Steph & Co
Wisconsin
$16.2K
OPTFSNA
2614
Old Point Trust & Financial Services N A
Virginia
$15.9K
DWM
2615
Dogwood Wealth Management
Kansas
$15.3K +$771 +2 +5%
MPW
2616
MASECO Private Wealth
$15.1K +$15K +39 New
OAJ
2617
Ogorek Anthony Joseph
New York
$15K -$5.39K -14 -25%
BWM
2618
Bernard Wealth Management
Michigan
$14.7K
MWM
2619
Mascoma Wealth Management
New Hampshire
$13.5K -$12.7K -33 -49%
PSB
2620
Piscataqua Savings Bank
New Hampshire
$13.2K
VWWMG
2621
Vermillion & White Wealth Management Group
Pennsylvania
$12.8K +$5.78K +15 +83%
MFT
2622
Moisand Fitzgerald Tamayo
Florida
$12.4K
MWA
2623
Medallion Wealth Advisors
Connecticut
$11.8K -$1.93K -5 -14%
BGA
2624
Battery Global Advisors
Massachusetts
$11.6K
VWA
2625
Valued Wealth Advisors
Utah
$11.4K +$2.31K +6 +26%