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Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1801
Legacy Wealth Management (Idaho)
Idaho
$77K -$9.39K -9 -11%
PWA
1802
Provenance Wealth Advisors
Florida
$77K
CB
1803
Community Bank
New York
$76K
RDFA
1804
Ritter Daniher Financial Advisory
Ohio
$74.9K +$40.7K +39 +126%
CTWM
1805
Cherry Tree Wealth Management
Minnesota
$73.8K
1GI
1806
180 GPS Investments
$73.8K +$72K +69 New
CFD
1807
Creative Financial Designs
Indiana
$73.1K
FDCP
1808
Foster Dykema Cabot & Partners
Massachusetts
$72.8K
T
1809
Transce3nd
Texas
$71.3K -$2.09K -2 -4%
MWPCG
1810
Measured Wealth Private Client Group
New Hampshire
$70.6K +$1.04K +1 +2%
JAM
1811
JCIC Asset Management
Ontario, Canada
$69.5K
RWA
1812
Redmont Wealth Advisors
Illinois
$68.5K
PB
1813
Prosperity Bancshares
Texas
$68.5K +$66.8K +64 New
JFGIW
1814
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.4K
SC
1815
SouthState Corp
Florida
$65.3K -$1.04K -1 -2%
FA
1816
Financial Avengers
California
$64.2K
PP
1817
Pingora Partners
Wyoming
$64.2K
PMIM
1818
Prudent Man Investment Management
Colorado
$64.2K +$41.7K +40 +200%
EPIMS
1819
Evelyn Partners Investment Management Services
$63.1K
CHC
1820
City Holding Co
West Virginia
$63.1K +$33.4K +32 +119%
ACM
1821
Accent Capital Management
Ohio
$62.1K
GKIM
1822
GW&K Investment Management
Massachusetts
$62K +$3.13K +3 +5%
AEPWM
1823
Atlantic Edge Private Wealth Management
Florida
$61K
KB
1824
Kimelman & Baird
New York
$58.8K
TCM
1825
Tradewinds Capital Management
Washington
$57.8K -$5.22K -5 -8%