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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1051
High Point Wealth Management
New Jersey
$26.1K +$26K +300 New
AF
1052
Abound Financial
California
$25.9K +$25.7K +297 New
WTA
1053
Washington Trust Advisors
Massachusetts
$25.2K
FMB
1054
Field & Main Bank
Kentucky
$24.4K +$2.6K +30 +12%
W
1055
WealthCollab
Washington
$24.2K +$24.1K +278 New
BGAI
1056
Bruce G. Allen Investments
Colorado
$23.8K
CPG
1057
Cornerstone Planning Group
New Jersey
$23.3K +$3.9K +45 +23%
PWA
1058
Physician Wealth Advisors
Utah
$23.2K +$3.46K +40 +18%
EB
1059
Eastern Bank
Massachusetts
$21.7K +$173 +2 +0.8%
WAG
1060
Wilkerson Advisory Group
Missouri
$21.4K +$21.3K +246 New
VWA
1061
Valued Wealth Advisors
Utah
$21.3K +$87 +1 +0.4%
BFP
1062
Birchwood Financial Partners
Minnesota
$21K +$20.9K +241 New
RA
1063
Ransom Advisory
Rhode Island
$20.2K
CAL
1064
Capital Advisors Ltd
Ohio
$20K
CH
1065
CDKV Holdings
Colorado
$19.6K +$19.5K +225 New
FFL
1066
Financial Freedom LLC
Ohio
$19.6K +$87 +1 +0.4%
FFO
1067
Fortitude Family Office
Arizona
$19.2K +$346 +4 +2%
GLF
1068
Groupe la Francaise
France
$18.6K
ATC
1069
Adirondack Trust Company
New York
$18K
HC
1070
Hurley Capital
New York
$17.9K +$17K +196 +1,960%
SG
1071
Sankala Group
Colorado
$17.7K +$16.9K +195 New
SNB
1072
Security National Bank
Nebraska
$17.4K
TWD
1073
True Wealth Design
Ohio
$17K -$2.16K -25 -11%
FRA
1074
Front Row Advisors
California
$17K
AP
1075
Atwood & Palmer
Missouri
$16.7K