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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2851
MorganRosel Wealth Management
Colorado
$99.4K +$108K +1,007 New
FMP
2852
Financial Management Professionals
Texas
$97.2K -$2.58K -24 -2%
PW
2853
Pandora Wealth
Illinois
$97K +$106K +983 New
PS
2854
Pinney & Scofield
Massachusetts
$95.7K
PP
2855
PFS Partners
New Jersey
$95K +$215 +2 +0.2%
PMIM
2856
Prudent Man Investment Management
Colorado
$89.5K
AF
2857
Abound Financial
California
$87.7K +$95.5K +889 New
CTWM
2858
Cherry Tree Wealth Management
Minnesota
$84.1K +$4.08K +38 +5%
RS
2859
Rakuten Securities
Japan
$83.1K -$227K -2,110 -71%
CWM
2860
CarsonAllaria Wealth Management
Illinois
$82.7K -$15.8K -147 -15%
W
2861
WealthCollab
Washington
$82.1K
AWM
2862
Abound Wealth Management
Tennessee
$80.8K +$5.91K +55 +7%
CAM
2863
Clarity Asset Management
Iowa
$80.4K +$430 +4 +0.5%
VIS
2864
Vega Investment Solutions
France
$79.7K -$2.47K -23 -3%
BT
2865
Banque Transatlantique
France
$79K
RAM
2866
Ramirez Asset Management
New York
$79K -$10.7K -100 -11%
RFA
2867
Reyes Financial Architecture
California
$79K
BTC
2868
Bank & Trust Company
Illinois
$78.2K -$21.2K -197 -20%
FWA
2869
FSC Wealth Advisors
New York
$77.8K +$107 +1 +0.1%
OAJ
2870
Ogorek Anthony Joseph
New York
$77K +$17.7K +165 +27%
SFGP
2871
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$75.8K +$8.38K +78 +11%
ACM
2872
Aster Capital Management
United Arab Emirates
$75.8K -$976K -9,081 -93%
KSB
2873
Kennebec Savings Bank
Maine
$75.7K -$114K -1,058 -58%
FCG
2874
Financial Connections Group
California
$75K
RBC
2875
Roble Belko & Company
Pennsylvania
$75K