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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2251
Financial Management Professionals
Texas
$44K – – –
SC
2252
Stephens Consulting
Michigan
$43.3K +$5.98K +144 +14%
HFS
2253
Hopwood Financial Services
Virginia
$43.1K +$47.7K +1,148 New
ETS
2254
ESL Trust Services
New York
$43K +$20K +482 +73%
RDFA
2255
Ritter Daniher Financial Advisory
Ohio
$41.2K – – –
WSCM
2256
Wellington Shields Capital Management
New York
$40.1K – – –
PWA
2257
Provenance Wealth Advisors
Florida
$39.6K -$5.85K -141 -12%
LB
2258
Legacy Bridge
Iowa
$39.6K – – –
HCA
2259
Harbor Capital Advisors
Illinois
$39K +$125 +3 +0.3%
FFA
2260
Frazier Financial Advisors
Ohio
$38.7K -$4.44K -107 -9%
FFL
2261
Financial Freedom LLC
Ohio
$38.4K +$125 +3 +0.3%
RFS
2262
Richardson Financial Services
Massachusetts
$38.4K -$2.03K -49 -5%
IWP
2263
IAG Wealth Partners
Wisconsin
$37.9K +$5.06K +122 +14%
NWMP
2264
Noble Wealth Management PBC
Colorado
$37.6K +$41.6K +1,003 New
TC
2265
Tacita Capital
Ontario, Canada
$37.5K -$19.5K -470 -32%
CPG
2266
Cornerstone Planning Group
New Jersey
$37.5K -$1.41K -34 -3%
GIM
2267
Gold Investment Management
Alberta, Canada
$37.4K – – –
OIAM
2268
OFI Invest Asset Management
France
$37K +$42.3K +1,020 New
MSWA
2269
Marshall & Sterling Wealth Advisors
New York
$36.4K +$40.3K +971 New
HWM
2270
HighMark Wealth Management
Minnesota
$36K -$31.1K -750 -44%
QL
2271
Quarry LP
New York
$35.5K -$103K -2,476 -72%
LFA
2272
Legend Financial Advisors
Pennsylvania
$34.5K – – –
TCM
2273
TruNorth Capital Management
Michigan
$34.1K – – –
BHWM
2274
Beaird Harris Wealth Management
Texas
$33K +$36.5K +880 New
PAG
2275
Paladin Advisory Group
Iowa
$33K – – –