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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
2276
MPWM Advisory Solutions
Georgia
$32.9K +$36.4K +877 New
SIC
2277
SJS Investment Consulting
Ohio
$32.7K -$14.2K -342 -28%
FC
2278
Fairscale Capital
New Hampshire
$32.4K +$8.05K +194 +29%
CJL
2279
Cyrus J. Lawrence
New York
$32K – – –
MWA
2280
Miller Wealth Advisors
Colorado
$31.8K – – –
IHWM
2281
Iron Horse Wealth Management
Iowa
$31.7K +$3.53K +85 +11%
EPAM
2282
Evelyn Partners Asset Management
$31.5K +$34.8K +839 New
RF
2283
Roxbury Financial
New Jersey
$30.7K +$29.5K +711 New
T
2284
Tidemark
California
$30.3K – – –
MAM
2285
Morse Asset Management
Connecticut
$30K -$415K -10,000 -93%
OA
2286
Operose Advisors
Wisconsin
$29.7K -$671K -16,160 -95%
RA
2287
Ransom Advisory
Rhode Island
$29.3K – – –
CIAM
2288
Caitong International Asset Management
Hong Kong
$28.8K +$31.8K +767 New
CSWM
2289
Cassady Schiller Wealth Management
Ohio
$28.7K +$6.23K +150 +24%
WWA
2290
Wingate Wealth Advisors
Massachusetts
$28.3K +$31.3K +753 New
CTWM
2291
Cherry Tree Wealth Management
Minnesota
$28.2K – – –
W
2292
WealthCollab
Washington
$28.1K +$11.5K +278 +59%
HFS
2293
HBC Financial Services
Washington
$28K – – –
DFA
2294
DHJJ Financial Advisors
Illinois
$27.7K – – –
MFA
2295
McClarren Financial Advisors
Pennsylvania
$27K +$208 +5 +0.7%
AT
2296
Avalon Trust
New Mexico
$26.6K +$7.43K +179 +34%
WAS
2297
Winch Advisory Services
Wisconsin
$25.8K +$20.8K +502 +270%
CWM
2298
Consultiva Wealth Management
Puerto Rico
$25.8K +$28.6K +688 New
HWA
2299
HHM Wealth Advisors
Tennessee
$25.8K +$83 +2 +0.3%
DF
2300
Dunhill Financial
United Kingdom
$25.4K -$5.64K -136 -17%