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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1801
True Wealth Design
Ohio
$80.2K +$2.09K +2 +3%
MWA
1802
Medallion Wealth Advisors
Connecticut
$80.2K -$6.26K -6 -7%
WBC
1803
West Branch Capital
Massachusetts
$79.2K – – –
FCT
1804
First Community Trust
Iowa
$78.1K – – –
ATC
1805
Adirondack Trust Company
New York
$78.1K – – –
LWMI
1806
Legacy Wealth Management (Idaho)
Idaho
$77K -$9.39K -9 -11%
PWA
1807
Provenance Wealth Advisors
Florida
$77K – – –
CB
1808
Community Bank
New York
$76K – – –
RDFA
1809
Ritter Daniher Financial Advisory
Ohio
$74.9K +$40.7K +39 +126%
CTWM
1810
Cherry Tree Wealth Management
Minnesota
$73.8K – – –
1GI
1811
180 GPS Investments
$73.8K +$72K +69 New
CFD
1812
Creative Financial Designs
Indiana
$73.1K – – –
FDCP
1813
Foster Dykema Cabot & Partners
Massachusetts
$72.8K – – –
T
1814
Transce3nd
Texas
$71.3K -$2.09K -2 -4%
MWPCG
1815
Measured Wealth Private Client Group
New Hampshire
$70.6K +$1.04K +1 +2%
JAM
1816
JCIC Asset Management
Ontario, Canada
$69.5K – – –
RWA
1817
Redmont Wealth Advisors
Illinois
$68.5K – – –
PB
1818
Prosperity Bancshares
Texas
$68.5K +$66.8K +64 New
JFGIW
1819
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.4K – – –
SC
1820
SouthState Corp
Florida
$65.3K -$1.04K -1 -2%
FA
1821
Financial Avengers
California
$64.2K – – –
PP
1822
Pingora Partners
Wyoming
$64.2K – – –
PMIM
1823
Prudent Man Investment Management
Colorado
$64.2K +$41.7K +40 +200%
EPIMS
1824
Evelyn Partners Investment Management Services
$63.1K – – –
CHC
1825
City Holding Co
West Virginia
$63.1K +$33.4K +32 +119%