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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
2701
True Wealth Design
Ohio
$47.8K -$3.19K -11 -6%
MSG
2702
Main Street Group
Virginia
$47.2K +$290 +1 +0.6%
WW
2703
Winnow Wealth
Texas
$47K +$48.1K +166 New
TFM
2704
TFC Financial Management
Massachusetts
$46.6K – – –
HC
2705
Hoese & Co
Minnesota
$45.1K – – –
IUHSA
2706
Itau Unibanco Holding S.A.
Brazil
$44K – – –
RA
2707
Rational Advisors
New York
$43.7K +$3.19K +11 +8%
GWSA
2708
Global Wealth Strategies & Associates
Colorado
$43.3K +$5.51K +19 +14%
TCM
2709
Tradewinds Capital Management
Washington
$42.6K – – –
NL
2710
NVWM LLC
Pennsylvania
$42.6K +$580 +2 +1%
GK
2711
Graney & King
New York
$42.3K – – –
AI
2712
AXS Investments
New York
$42.3K +$43.5K +150 New
1NWS
2713
1 North Wealth Services
Maryland
$38.4K – – –
NRG
2714
Nemes Rush Group
Michigan
$38.1K – – –
CFG
2715
CKW Financial Group
Hawaii
$38K – – –
SP
2716
Saranac Partners
$37.3K +$39.4K +136 New
MSWM
2717
Mowery & Schoenfeld Wealth Management
Illinois
$36.8K -$3.19K -11 -8%
EP
2718
Elkhorn Partners
Nebraska
$36.7K +$37.7K +130 New
KSB
2719
Kennebec Savings Bank
Maine
$35.6K – – –
RF
2720
Robinswood Financial
Washington
$35.3K – – –
MIM
2721
MTM Investment Management
South Carolina
$35K -$22.3K -77 -38%
PWA
2722
Physician Wealth Advisors
Utah
$34.4K -$1.45K -5 -4%
CCM
2723
Cloud Capital Management
Washington
$34K +$35.4K +122 New
FWM
2724
FSA Wealth Management
Massachusetts
$33.8K +$290 +1 +0.8%
QWM
2725
Quaker Wealth Management
New Jersey
$33.6K -$290 -1 -0.8%