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Name Holding Trade Value Shares
Change
Change in
Stake
SR
2601
Syntax Research
Florida
$20.1K – – –
AWM
2602
Accredited Wealth Management
Kentucky
$19.3K – – –
PAM
2603
Parvin Asset Management
South Dakota
$19.3K +$4.62K +12 +32%
RWM
2604
Rialto Wealth Management
New York
$19K +$8.09K +21 +75%
LWMI
2605
Legacy Wealth Management (Idaho)
Idaho
$18.6K – – –
LIS
2606
Legacy Investment Solutions
Idaho
$18.6K +$18.5K +48 New
CMA
2607
Cedar Mountain Advisors
Oregon
$18.6K – – –
CTWM
2608
Cherry Tree Wealth Management
Minnesota
$17.4K -$13.1K -34 -43%
BBPWM
2609
Blue Bell Private Wealth Management
Pennsylvania
$17.4K – – –
DRP
2610
Decker Retirement Planning
Utah
$17.4K +$17.3K +45 New
HWP
2611
Highline Wealth Partners
California
$16.2K -$2.31K -6 -13%
SC
2612
Steph & Co
Wisconsin
$16.2K – – –
OPTFSNA
2613
Old Point Trust & Financial Services N A
Virginia
$15.9K – – –
DWM
2614
Dogwood Wealth Management
Kansas
$15.3K +$771 +2 +5%
MPW
2615
MASECO Private Wealth
$15.1K +$15K +39 New
OAJ
2616
Ogorek Anthony Joseph
New York
$15K -$5.39K -14 -25%
BWM
2617
Bernard Wealth Management
Michigan
$14.7K – – –
MWM
2618
Mascoma Wealth Management
New Hampshire
$13.5K -$12.7K -33 -49%
PSB
2619
Piscataqua Savings Bank
New Hampshire
$13.2K – – –
VWWMG
2620
Vermillion & White Wealth Management Group
Pennsylvania
$12.8K +$5.78K +15 +83%
MFT
2621
Moisand Fitzgerald Tamayo
Florida
$12.4K – – –
MWA
2622
Medallion Wealth Advisors
Connecticut
$11.8K -$1.93K -5 -14%
BGA
2623
Battery Global Advisors
Massachusetts
$11.6K – – –
VWA
2624
Valued Wealth Advisors
Utah
$11.4K +$2.31K +6 +26%
DPW
2625
DiNuzzo Private Wealth
Pennsylvania
$10.8K -$1.16K -3 -10%