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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
2276
West Branch Capital
Massachusetts
$23.6K
CTWM
2277
Cherry Tree Wealth Management
Minnesota
$23.3K +$3.39K +34 +18%
MSWM
2278
Mowery & Schoenfeld Wealth Management
Illinois
$23.2K +$4.09K +41 +23%
HFS
2279
Hopwood Financial Services
Virginia
$23.1K +$4.99K +50 +29%
MWM
2280
Mascoma Wealth Management
New Hampshire
$23.1K
FGA
2281
Fortis Group Advisors
New Jersey
$23K
NWM
2282
Nova Wealth Management
Florida
$23K +$399 +4 +2%
HWA
2283
HHM Wealth Advisors
Tennessee
$22.1K
CFS
2284
Compass Financial Services
Iowa
$21.4K
MBFW
2285
Morton Brown Family Wealth
Pennsylvania
$21.4K +$12.6K +126 +162%
CCMI
2286
Creative Capital Management Investments
California
$21K
GCM
2287
Gables Capital Management
Florida
$20.7K
OA
2288
Operose Advisors
Wisconsin
$20K -$2.09K -21 -10%
W
2289
WealthCollab
Washington
$19.7K +$1.3K +13 +7%
RS
2290
Rakuten Securities
Japan
$19.5K -$19.3K -194 -51%
TFA
2291
Toth Financial Advisory
Virginia
$18.8K
OAJ
2292
Ogorek Anthony Joseph
New York
$18K +$17.6K +176 New
CCM
2293
Cloud Capital Management
Washington
$18K +$17.9K +179 New
CMA
2294
Cedar Mountain Advisors
Oregon
$17.8K
PAG
2295
Paladin Advisory Group
Iowa
$17.7K
HWP
2296
Highline Wealth Partners
California
$17.2K +$10.8K +108 +193%
HIW
2297
Holos Integrated Wealth
Pennsylvania
$16.9K +$100 +1 +0.6%
FW
2298
Fairway Wealth
Ohio
$16.8K -$7.58K -76 -32%
IWMWV
2299
Ironwood Wealth Management (West Virginia)
West Virginia
$16.7K
HFS
2300
Hughes Financial Services
Virginia
$16.5K +$15.7K +157 New