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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
2626
Wetzel Investment Advisors
Indiana
$46.2K -$21.1K -72 -29%
WPWM
2627
Western Pacific Wealth Management
Illinois
$46.1K +$10.2K +35 +28%
PWMG
2628
Private Wealth Management Group
New Jersey
$44.4K -$17.6K -60 -28%
NF
2629
Norwood Financial
Pennsylvania
$42.6K +$7.32K +25 +20%
BSWA
2630
Bromfield Sneider Wealth Advisors
Massachusetts
$41.2K – – –
HFM
2631
Hartford Financial Management
Connecticut
$40.9K +$9.07K +31 +27%
FWM
2632
FSA Wealth Management
Massachusetts
$40K +$26.6K +91 +182%
W
2633
WealthCollab
Washington
$39.5K -$11.4K -39 -22%
CPG
2634
Custom Portfolio Group
Colorado
$39.2K – – –
TWD
2635
True Wealth Design
Ohio
$39K -$861K -2,942 -96%
GPI
2636
General Partner Inc
Pennsylvania
$35.8K – – –
RF
2637
Robinswood Financial
Washington
$35.4K – – –
IWP
2638
IAG Wealth Partners
Wisconsin
$35.3K – – –
CFG
2639
CKW Financial Group
Hawaii
$35K +$293 +1 +0.8%
DWA
2640
Delos Wealth Advisors
Texas
$33.8K +$4.39K +15 +14%
EC
2641
EntryPoint Capital
New York
$33.8K -$17.3K -59 -33%
FWA
2642
FSC Wealth Advisors
New York
$33.3K -$40.4K -138 -54%
CMP
2643
Coston McIsaac & Partners
Maine
$33K +$293 +1 +0.9%
AAP
2644
Arax Advisory Partners
Colorado
$30.1K +$293 +1 +1%
BFP
2645
Briaud Financial Planning
Texas
$29K +$29.3K +100 New
BFPW
2646
BOK Financial Private Wealth
Colorado
$28.4K – – –
DRS
2647
Deane Retirement Strategies
Louisiana
$28.4K – – –
MWA
2648
Moser Wealth Advisors
Washington
$28.4K – – –
TLA
2649
Tanglewood Legacy Advisors
Texas
$28.4K – – –
HFS
2650
Horizon Financial Services
North Carolina
$28.4K +$29.3K +100 New