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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
701
N.E.W. Advisory Services
Wisconsin
$25K – – –
BWAM
702
Boyd Watterson Asset Management
Ohio
$24.7K – – –
SWP
703
Strategic Wealth Partners
Ohio
$24.7K +$7.3K +88 +42%
AFC
704
Ares Financial Consulting
California
$24.5K -$21.2K -255 -46%
LWM
705
Lodestone Wealth Management
Washington
$24.2K – – –
CA
706
Centerpoint Advisors
Massachusetts
$23K – – –
AUB
707
Atlantic Union Bankshares
Virginia
$22.9K – – –
RWS
708
Retirement Wealth Solutions
Wisconsin
$22.5K +$166 +2 +0.7%
ADL
709
Asset Dedication LLC
California
$22.1K +$913 +11 +4%
M
710
MOTCO
Texas
$22.1K +$5.39K +65 +33%
BFPW
711
BOK Financial Private Wealth
Colorado
$21.9K +$21.8K +263 New
BFS
712
Bare Financial Services
Pennsylvania
$21.9K +$14.5K +175 +199%
PWA
713
Physician Wealth Advisors
Utah
$21.2K -$415 -5 -2%
AWM
714
Aberdeen Wealth Management
Illinois
$20.8K +$20.8K +250 New
EWP
715
Elevation Wealth Partners
California
$20K +$19.9K +240 New
W
716
WealthCollab
Washington
$19.5K -$3.15K -38 -14%
PWA
717
Principia Wealth Advisory
Texas
$19.4K +$1.99K +24 +11%
MPW
718
MASECO Private Wealth
$19.3K +$3.24K +39 +20%
SFCL
719
Strengthening Families & Communities LLC
Massachusetts
$19.3K – – –
CMP
720
Coston McIsaac & Partners
Maine
$19K – – –
CIA
721
Cape Investment Advisory
Georgia
$18.9K +$18.8K +227 New
SWA
722
SOA Wealth Advisors
New York
$18.7K – – –
FB
723
First Bancorp
Maine
$18.7K +$18.7K +225 New
CFM
724
Cornerstone Financial Management
Massachusetts
$17.7K +$8.3K +100 +88%
BW
725
Basepoint Wealth
Iowa
$17.5K – – –