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Name Holding Trade Value Shares
Change
Change in
Stake
NOI
2151
Newton One Investments
Delaware
$18.6K – – –
LWA
2152
Lowe Wealth Advisors
Maryland
$17.7K – – –
FFL
2153
Financial Freedom LLC
Ohio
$17.6K – – –
NF
2154
Norwood Financial
Pennsylvania
$17.1K – – –
WWP
2155
WR Wealth Planners
Missouri
$16.5K +$14K +370 +561%
RTL
2156
Red Tortoise LLC
Georgia
$16.3K – – –
MCA
2157
Maryland Capital Advisors
Maryland
$16.1K – – –
AIC
2158
Archer Investment Corporation
Indiana
$15.4K – – –
TVWM
2159
Tower View Wealth Management
Wisconsin
$15K – – –
FCG
2160
Financial Connections Group
California
$15K +$15K +396 New
CTB
2161
Country Trust Bank
Illinois
$14.9K +$1.13K +30 +8%
EIM
2162
Essex Investment Management
Massachusetts
$14.7K – – –
GG
2163
Gleason Group
Kentucky
$14.3K +$76 +2 +0.5%
OAJ
2164
Ogorek Anthony Joseph
New York
$14K – – –
JMF
2165
Johnson Midwest Financial
Iowa
$14K – – –
AWA
2166
Artemis Wealth Advisors
New York
$13.8K +$76 +2 +0.6%
APW
2167
Acima Private Wealth
Virginia
$13.6K +$13.6K +360 New
AWM
2168
Accel Wealth Management
Iowa
$13.4K +$38 +1 +0.3%
TFA
2169
Toth Financial Advisory
Virginia
$13.4K +$13.3K +353 New
RDIA
2170
RE Dickinson Investment Advisors
Iowa
$13K +$76 +2 +0.6%
CAM
2171
Chesapeake Asset Management
New York
$12.7K +$12.7K +336 New
HF
2172
Halpern Financial
Virginia
$12.6K – – –
RWM
2173
Ruedi Wealth Management
Illinois
$12.4K -$23.8K -630 -66%
MWC
2174
MBM Wealth Consultants
Missouri
$12K – – –
KC
2175
Kenfarb & Co
Kentucky
$11.9K – – –