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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1726
Northwest Capital Management
Oregon
$17K – – –
IHWM
1727
Iron Horse Wealth Management
Iowa
$17K +$11.5K +42 +247%
WBC
1728
West Branch Capital
Massachusetts
$16.7K -$128K -468 -89%
RWA
1729
Redmont Wealth Advisors
Illinois
$16.7K – – –
PG
1730
Proffitt & Goodson
Tennessee
$16.1K -$8.22K -30 -35%
AEPWM
1731
Atlantic Edge Private Wealth Management
Florida
$16.1K +$15.4K +56 New
CAM
1732
Chesapeake Asset Management
New York
$15.6K +$1.1K +4 +8%
CCM
1733
Copeland Capital Management
Pennsylvania
$15.6K +$14.8K +54 New
PPWM
1734
PFG Private Wealth Management
Florida
$15.3K – – –
BC
1735
Barrett & Company
Rhode Island
$14.7K -$9.05K -33 -39%
PPA
1736
Painted Porch Advisors
California
$14.1K – – –
Acadian Asset Management
1737
Acadian Asset Management
Massachusetts
$14K -$3.14M -11,448 -100%
MCM
1738
MidAtlantic Capital Management
Virginia
$13.8K – – –
RWM
1739
Raffa Wealth Management
District of Columbia
$13.8K – – –
CSWM
1740
Cassady Schiller Wealth Management
Ohio
$13.6K – – –
FFA
1741
Frazier Financial Advisors
Ohio
$13.3K -$1.65K -6 -12%
OAJ
1742
Ogorek Anthony Joseph
New York
$13K – – –
SIS
1743
Sound Income Strategies
Florida
$13K -$3.84K -14 -24%
WIM
1744
Westside Investment Management
California
$13K – – –
CPA
1745
Clear Point Advisors
New York
$12.7K – – –
CPG
1746
Cornerstone Planning Group
New Jersey
$12.3K +$548 +2 +5%
RTL
1747
Red Tortoise LLC
Georgia
$11.2K – – –
HCA
1748
Harbor Capital Advisors
Illinois
$11K +$10.1K +37 New
BHWM
1749
Bay Harbor Wealth Management
Maryland
$10.7K +$10.1K +37 New
CMA
1750
Cedar Mountain Advisors
Oregon
$10.4K – – –