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Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
2501
Financial Network Wealth Advisors
Utah
$57.2K -$133K -519 -71%
RFG
2502
REAP Financial Group
Texas
$55K +$21.8K +85 +73%
BIM
2503
Breakwater Investment Management
Washington
$54.7K
EA
2504
Emerald Advisers
Pennsylvania
$54.7K
BTC
2505
Bank & Trust Company
Illinois
$53.4K +$3.84K +15 +8%
FWM
2506
FSA Wealth Management
Massachusetts
$52.6K +$49.2K +192 New
OC
2507
Oakworth Capital
Alabama
$52.3K -$6.15K -24 -11%
T
2508
Tidemark
California
$49.8K
DSC
2509
Duncker Streett & Co
Missouri
$48.7K
KPP
2510
Kings Path Partners
Texas
$48.2K
RCM
2511
Richardson Capital Management
Wisconsin
$46.5K -$48.7K -190 -53%
1IA
2512
1620 Investment Advisors
Massachusetts
$46.4K +$2.82K +11 +7%
TIM
2513
Tortoise Investment Management
New York
$46.3K +$27.2K +106 +168%
CTWM
2514
Cherry Tree Wealth Management
Minnesota
$46K
RWM
2515
Raffa Wealth Management
District of Columbia
$45.4K
EWP
2516
Elevation Wealth Partners
California
$45.2K -$24.1K -94 -36%
MG
2517
MilWealth Group
Wisconsin
$45.2K
POIA
2518
Pin Oak Investment Advisors
Texas
$45K -$89.9K -351 -68%
WAM
2519
WFA Asset Management
Wisconsin
$43.4K
USB
2520
Union Savings Bank
Connecticut
$42.4K
CAC
2521
Core Alternative Capital
Georgia
$41.9K
IWP
2522
IAG Wealth Partners
Wisconsin
$41.1K
SGC
2523
Slocum, Gordon & Co
Rhode Island
$41.1K
PP
2524
Pacifica Partners
Canada
$39.4K
MA
2525
MCF Advisors
Kentucky
$38.6K +$2.31K +9 +7%