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Name Holding Trade Value Shares
Change
Change in
Stake
DMIC
1826
Dixon Mitchell Investment Counsel
British Columbia, Canada
$35.9K -$22.3K -744 -60%
PMIM
1827
Prudent Man Investment Management
Colorado
$35.6K
RWM
1828
Raffa Wealth Management
District of Columbia
$35.5K +$3.77K +126 +11%
WTA
1829
Washington Trust Advisors
Massachusetts
$35.5K +$9.9K +331 +37%
GFA
1830
Godfrey Financial Associates
New York
$35.2K +$1.11K +37 +3%
CCA
1831
Catalyst Capital Advisors
New York
$35K -$7.54K -252 -17%
AS
1832
Altshuler Shaham
Israel
$34.7K +$9.73K +325 +37%
FFO
1833
Fortitude Family Office
Arizona
$34.6K +$23K +767 +176%
CMA
1834
Cedar Mountain Advisors
Oregon
$34.3K +$11.6K +389 +48%
AWM
1835
Abound Wealth Management
Tennessee
$33.7K +$6.76K +226 +24%
CFS
1836
CGC Financial Services
Oregon
$33.6K +$60 +2 +0.2%
DFA
1837
DHJJ Financial Advisors
Illinois
$33.4K
AA
1838
Addison Advisors
Vermont
$33.2K +$2.48K +83 +8%
JWM
1839
JPL Wealth Management
Colorado
$32.3K +$33.7K +1,126 New
FW
1840
Fairway Wealth
Ohio
$32.1K
VR
1841
Vision Retirement
New Jersey
$31.8K +$1.35K +45 +4%
BC
1842
Barrett & Company
Rhode Island
$31.8K -$40K -1,335 -55%
FFL
1843
Financial Freedom LLC
Ohio
$31.7K +$13.9K +465 +73%
LWM
1844
Lodestone Wealth Management
Washington
$31.5K +$269 +9 +0.8%
VWA
1845
Valued Wealth Advisors
Utah
$31.4K +$1.05K +35 +3%
BHWM
1846
Beaird Harris Wealth Management
Texas
$31.1K
MS
1847
Monetary Solutions
Ohio
$31K
PGAM
1848
Princeton Global Asset Management
New Jersey
$30.8K +$5.8K +194 +22%
TLFA
1849
True Link Financial Advisors
California
$30.7K +$32K +1,071 New
PWA
1850
Provenance Wealth Advisors
Florida
$30.3K +$31.6K +1,056 New