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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1051
TD Capital Management
Tennessee
$26K – – –
W
1052
WealthCollab
Washington
$25.8K – – –
SC
1053
Stephens Consulting
Michigan
$24.7K – – –
PCMC
1054
Planning Capital Management Corporation
Pennsylvania
$24.6K – – –
FP
1055
Financial Perspectives
Minnesota
$24.5K – – –
AEPWM
1056
Atlantic Edge Private Wealth Management
Florida
$23.5K -$26.2K -700 -52%
FMP
1057
Financial Management Professionals
Texas
$23K -$3.82K -102 -14%
CAS
1058
Coppell Advisory Solutions
Texas
$22.9K +$23.8K +634 New
WOSD
1059
WFA of San Diego
California
$22.1K +$23K +613 New
FUBT
1060
First United Bank & Trust
Maryland
$21.7K – – –
AT
1061
Arlington Trust
Alabama
$21.4K – – –
UIA
1062
Ulland Investment Advisors
Minnesota
$21K – – –
OA
1063
Operose Advisors
Wisconsin
$20.5K – – –
KA
1064
Kozak & Associates
Colorado
$20.3K -$2.51K -67 -11%
GA
1065
GoalVest Advisory
New York
$19.7K -$37.1K -989 -64%
IGWM
1066
ICA Group Wealth Management
Colorado
$19.7K -$112K -2,986 -85%
HDIM
1067
Hanson & Doremus Investment Management
Vermont
$19K – – –
Federated Hermes
1068
Federated Hermes
Pennsylvania
$18.3K +$1.2K +32 +7%
KFS
1069
Kelly Financial Services
Massachusetts
$18.2K +$150 +4 +0.8%
LWA
1070
Lowe Wealth Advisors
Maryland
$18.1K – – –
SAG
1071
Spotlight Asset Group
Illinois
$18.1K – – –
DFA
1072
DHJJ Financial Advisors
Illinois
$17.4K – – –
EFP
1073
EnRich Financial Partners
Wisconsin
$17.1K – – –
PB
1074
Pinnacle Bancorp
Nebraska
$16.6K – – –
CFG
1075
CKW Financial Group
Hawaii
$16K +$37 +1 +0.2%