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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2751
PFS Partners
New Jersey
$92.4K +$92 +1 +0.1%
TWD
2752
True Wealth Design
Ohio
$91K -$27.1K -295 -24%
AWM
2753
AllSquare Wealth Management
New York
$88.7K
DCBT
2754
Dakota Community Bank & Trust
North Dakota
$88.3K -$1.38K -15 -2%
RAM
2755
Ramirez Asset Management
New York
$86.6K
CIAS
2756
CBIZ Investment Advisory Services
Ohio
$86.1K +$8.46K +92 +11%
APC
2757
Aspire Private Capital
North Carolina
$85.2K -$1.47K -16 -2%
AFS
2758
Annapolis Financial Services
Maryland
$83.9K
MWA
2759
Moser Wealth Advisors
Washington
$83.2K -$7.36K -80 -8%
AA
2760
AlphaMark Advisors
Kentucky
$82K -$14.5K -158 -16%
CWM
2761
CarsonAllaria Wealth Management
Illinois
$80.6K
W
2762
WealthCollab
Washington
$80K
CTWM
2763
Cherry Tree Wealth Management
Minnesota
$78.3K +$92 +1 +0.1%
CAM
2764
Clarity Asset Management
Iowa
$78K +$368 +4 +0.5%
FCG
2765
Financial Connections Group
California
$78K
AS
2766
AM Squared
Hong Kong
$77K +$73.6K +800 New
DF
2767
Dunhill Financial
United Kingdom
$76.5K -$185K -2,011 -72%
DWS
2768
Dynamic Wealth Strategies
California
$76K +$3.77K +41 +5%
FWA
2769
FSC Wealth Advisors
New York
$75.9K +$92 +1 +0.1%
PWMG
2770
Private Wealth Management Group
New Jersey
$74.1K -$1.1K -12 -2%
RBC
2771
Roble Belko & Company
Pennsylvania
$74K +$184 +2 +0.3%
TCG
2772
Transcendent Capital Group
Oklahoma
$72.2K -$64.4K -700 -48%
CH
2773
Canton Hathaway
Rhode Island
$72K
RWM
2774
Reston Wealth Management
Virginia
$71.9K +$68.7K +747 New
CTB
2775
Country Trust Bank
Illinois
$70.8K