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Name Holding Trade Value Shares
Change
Change in
Stake
NMG
3326
New Millennium Group
Utah
$145K -$744 -5 -0.5%
PFG
3327
Peterson Financial Group
Iowa
$143K +$145K +971 New
AWM
3328
Abound Wealth Management
Tennessee
$140K +$21.4K +144 +18%
IHWM
3329
Iron Horse Wealth Management
Iowa
$139K +$7.59K +51 +6%
WCMN
3330
Westchester Capital Management (Nebraska)
Nebraska
$137K – – –
TCM
3331
TD Capital Management
Tennessee
$135K +$149 +1 +0.1%
RP
3332
Raelipskie Partnership
Ontario, Canada
$135K +$7.44K +50 +6%
W
3333
WealthCollab
Washington
$134K -$48.5K -326 -26%
DEM
3334
Disciplined Equity Management
Florida
$133K – – –
SFCL
3335
Strengthening Families & Communities LLC
Massachusetts
$132K +$447 +3 +0.3%
SFO
3336
Standard Family Office
South Dakota
$130K – – –
FFL
3337
Financial Freedom LLC
Ohio
$128K +$893 +6 +0.7%
SHIM
3338
Stone House Investment Management
Pennsylvania
$127K – – –
CCMI
3339
Creative Capital Management Investments
California
$126K – – –
CYG
3340
Clean Yield Group
Vermont
$124K – – –
AFWM
3341
Abich Financial Wealth Management
Virginia
$124K -$281K -1,888 -69%
CPA
3342
Capital Performance Advisors
California
$124K +$125K +841 New
GKIM
3343
GW&K Investment Management
Massachusetts
$123K -$744 -5 -0.6%
SIC
3344
SJS Investment Consulting
Ohio
$120K -$12.9K -87 -10%
Marshall Wace
3345
Marshall Wace
United Kingdom
$118K +$119K +800 New
CAM
3346
Creekmur Asset Management
Illinois
$117K -$4.46K -30 -4%
FFA
3347
Frazier Financial Advisors
Ohio
$115K -$40.5K -272 -26%
PG
3348
Proffitt & Goodson
Tennessee
$110K +$2.23K +15 +2%
MSFP
3349
Mark Sheptoff Financial Planning
Connecticut
$110K – – –
PWMG
3350
Prestige Wealth Management Group
New Jersey
$108K – – –