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