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Name Holding Trade Value Shares
Change
Change in
Stake
WB
2351
Webster Bank
Connecticut
$38.8K -$359 -1 -0.9%
MSFP
2352
Mark Sheptoff Financial Planning
Connecticut
$38.1K – – –
GFWA
2353
Grey Fox Wealth Advisors
Delaware
$37.7K +$38.4K +107 New
ICM
2354
Islay Capital Management
Texas
$37K – – –
MLA
2355
MB, Levis & Associates
Pennsylvania
$37K – – –
FC
2356
Financial Consulate
Maryland
$37K +$37.7K +105 New
AW
2357
Avion Wealth
Texas
$37K +$3.95K +11 +12%
FDCP
2358
Foster Dykema Cabot & Partners
Massachusetts
$36.7K – – –
FMP
2359
Financial Management Professionals
Texas
$36.7K +$2.51K +7 +7%
SA
2360
Seneschal Advisors
Washington
$36.3K +$37K +103 New
SC
2361
Swan Capital
Florida
$36.3K +$11.1K +31 +43%
TWM
2362
Tripletail Wealth Management
Florida
$35.7K +$36.6K +102 New
PWM
2363
Peck Wealth Management
New York
$35.3K +$35.9K +100 New
S
2364
Sachetta
Massachusetts
$34.9K -$3.95K -11 -10%
HWA
2365
Heartwood Wealth Advisors
Virginia
$34.9K +$35.5K +99 New
FFO
2366
Fortitude Family Office
Arizona
$34.6K -$19.4K -54 -36%
JGIA
2367
Jackson Grant Investment Advisers
Connecticut
$34.6K – – –
MWA
2368
Medallion Wealth Advisors
Connecticut
$34.2K +$24K +67 +223%
CFG
2369
CKW Financial Group
Hawaii
$34K – – –
CI
2370
Clal Insurance
Israel
$34K +$718 +2 +2%
TCA
2371
Trifecta Capital Advisors
Illinois
$33.9K -$194K -540 -85%
HHMI
2372
Howard Hughes Medical Institute
Maryland
$32.5K -$718 -2 -2%
MEG
2373
Millstone Evans Group
Colorado
$31.7K -$7.17K -20 -18%
JFA
2374
JNBA Financial Advisors
Minnesota
$31.7K -$3.59K -10 -10%
AA
2375
Addison Advisors
Vermont
$30.3K -$44.5K -124 -59%