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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2326
Mark Sheptoff Financial Planning
Connecticut
$86.9K
LWANC
2327
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K
HBW
2328
Hazlett, Burt & Watson
West Virginia
$86K -$8.77K -41 -11%
BBPWM
2329
Blue Bell Private Wealth Management
Pennsylvania
$85.2K +$19.5K +91 +39%
FPFS
2330
First Personal Financial Services
North Carolina
$84.5K
CWM
2331
CarsonAllaria Wealth Management
Illinois
$84.3K
OLVIG
2332
Oliver Lagore Vanvalin Investment Group
Michigan
$84.2K -$7.7K -36 -10%
AWM
2333
Atticus Wealth Management
Florida
$83.4K +$21.4K +100 +45%
FFA
2334
Frazier Financial Advisors
Ohio
$82.5K +$67.6K +316 New
QL
2335
Quarry LP
New York
$82.4K +$54.3K +254 +410%
CB
2336
Centennial Bank
Arkansas
$82.4K
WPWM
2337
Western Pacific Wealth Management
Illinois
$76.9K
EAM
2338
Erste Asset Management
Austria
$75.5K
CWM
2339
Cranbrook Wealth Management
Michigan
$73.5K
MSWM
2340
McGlone Suttner Wealth Management
Wisconsin
$73.1K +$60.1K +281 New
RP
2341
Raelipskie Partnership
Ontario, Canada
$73K +$59.9K +280 New
BC
2342
Broadwater Capital
Massachusetts
$71.7K +$58.8K +275 New
SCA
2343
Stuart Chaussee & Associates
California
$70.1K
LFA
2344
Level Financial Advisors
New York
$68.8K
RCM
2345
Raleigh Capital Management
North Carolina
$68K +$30.6K +143 +121%
GJIA
2346
Glass Jacobson Investment Advisors
Maryland
$66.7K -$5.35K -25 -9%
IHWM
2347
Iron Horse Wealth Management
Iowa
$66.2K -$7.49K -35 -12%
CIM
2348
Contravisory Investment Management
Massachusetts
$65.2K -$391K -1,830 -88%
TCG
2349
Transcendent Capital Group
Oklahoma
$65.2K +$53.5K +250 New
CFG
2350
CKW Financial Group
Hawaii
$65K