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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
2601
Stone House Investment Management
Pennsylvania
$60.2K +$48.2K +177 +553%
AW
2602
Avion Wealth
Texas
$60K -$1.91K -7 -3%
FRA
2603
Frank Rimerman Advisors
California
$59.3K +$56.1K +206 New
HC
2604
Hoese & Co
Minnesota
$59.3K -$16.3K -60 -21%
HB
2605
Horizon Bancorp
Indiana
$59K
EA
2606
Evolution Advisers
Virginia
$59K +$54.5K +200 New
AIC
2607
Archer Investment Corporation
Indiana
$58.5K
UIA
2608
Ulland Investment Advisors
Minnesota
$58K
AT
2609
Avalon Trust
New Mexico
$57.6K
KC
2610
Knuff & Co
California
$57.6K
OC
2611
Oakmont Corp
California
$57K -$5.18K -19 -9%
GWMI
2612
Guardian Wealth Management (Illinois)
Illinois
$55.6K +$272 +1 +0.5%
EWP
2613
Elevation Wealth Partners
California
$55.4K
BBPWM
2614
Blue Bell Private Wealth Management
Pennsylvania
$54.2K -$18.8K -69 -27%
RFG
2615
RFP Financial Group
Georgia
$53.8K +$16.9K +62 +50%
W
2616
WealthCollab
Washington
$51.3K +$48.5K +178 New
EC
2617
EntryPoint Capital
New York
$51.3K +$48.5K +178 New
LFA
2618
Livelsberger Financial Advisory
Ohio
$50.3K +$47.7K +175 New
AWM
2619
Atticus Wealth Management
Florida
$50.3K +$272 +1 +0.6%
LFA
2620
Level Financial Advisors
New York
$50.1K
GA
2621
GoalVest Advisory
New York
$49K +$22.1K +81 +91%
WTG
2622
West Tower Group
Virginia
$46.9K +$44.4K +163 New
GAMC
2623
Garner Asset Management Corp
Texas
$46.3K +$43.6K +160 New
TFM
2624
TFC Financial Management
Massachusetts
$46.1K
HGA
2625
Hobbs Group Advisors
South Carolina
$44.8K +$42.5K +156 New