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Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
1726
Iron Horse Wealth Management
Iowa
$17K +$11.5K +42 +247%
WBC
1727
West Branch Capital
Massachusetts
$16.7K -$128K -468 -89%
RWA
1728
Redmont Wealth Advisors
Illinois
$16.7K
PG
1729
Proffitt & Goodson
Tennessee
$16.1K -$8.22K -30 -35%
AEPWM
1730
Atlantic Edge Private Wealth Management
Florida
$16.1K +$15.4K +56 New
CAM
1731
Chesapeake Asset Management
New York
$15.6K +$1.1K +4 +8%
CCM
1732
Copeland Capital Management
Pennsylvania
$15.6K +$14.8K +54 New
PPWM
1733
PFG Private Wealth Management
Florida
$15.3K
BC
1734
Barrett & Company
Rhode Island
$14.7K -$9.05K -33 -39%
PPA
1735
Painted Porch Advisors
California
$14.1K
Acadian Asset Management
1736
Acadian Asset Management
Massachusetts
$14K -$3.14M -11,448 -100%
MCM
1737
MidAtlantic Capital Management
Virginia
$13.8K
RWM
1738
Raffa Wealth Management
District of Columbia
$13.8K
CSWM
1739
Cassady Schiller Wealth Management
Ohio
$13.6K
FFA
1740
Frazier Financial Advisors
Ohio
$13.3K -$1.65K -6 -12%
OAJ
1741
Ogorek Anthony Joseph
New York
$13K
SIS
1742
Sound Income Strategies
Florida
$13K -$3.84K -14 -24%
WIM
1743
Westside Investment Management
California
$13K
CPA
1744
Clear Point Advisors
New York
$12.7K
CPG
1745
Cornerstone Planning Group
New Jersey
$12.3K +$548 +2 +5%
RTL
1746
Red Tortoise LLC
Georgia
$11.2K
HCA
1747
Harbor Capital Advisors
Illinois
$11K +$10.1K +37 New
BHWM
1748
Bay Harbor Wealth Management
Maryland
$10.7K +$10.1K +37 New
CMA
1749
Cedar Mountain Advisors
Oregon
$10.4K
AFG
1750
Albion Financial Group
Utah
$10.2K