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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1351
AllSquare Wealth Management
New York
$17.5K
EWP
1352
Elevation Wealth Partners
California
$17.3K
ATC
1353
Adirondack Trust Company
New York
$17.3K
SC
1354
Steph & Co
Wisconsin
$17.1K
FMP
1355
Financial Management Professionals
Texas
$17K +$636 +3 +4%
GTAM
1356
Global Trust Asset Management
Florida
$16.9K
TFA
1357
Transamerica Financial Advisors
Florida
$16K -$1.91K -9 -12%
BIA
1358
Bell Investment Advisors
California
$15.7K +$424 +2 +3%
FPFS
1359
First Personal Financial Services
North Carolina
$15.5K -$13.8K -65 -49%
AWM
1360
Abound Wealth Management
Tennessee
$14.9K +$636 +3 +5%
DWM
1361
Dogwood Wealth Management
Kansas
$14.8K
SWM
1362
Sugarloaf Wealth Management
Georgia
$14.1K -$22.1K -104 -63%
FWM
1363
FSA Wealth Management
Massachusetts
$14.1K
GJIA
1364
Glass Jacobson Investment Advisors
Maryland
$13.9K
IFAM
1365
Institutional & Family Asset Management
Colorado
$12K
WWM
1366
Wolff Wiese Magana
California
$12K
NOI
1367
Newton One Investments
Delaware
$11.7K +$212 +1 +2%
JFGIW
1368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.6K
PWMG
1369
Prestige Wealth Management Group
New Jersey
$11.6K
RWM
1370
Raffa Wealth Management
District of Columbia
$11.5K
GBT
1371
Grove Bank & Trust
Florida
$10.9K
CFD
1372
Creative Financial Designs
Indiana
$10.6K -$21.2K -100 -68%
OA
1373
Operose Advisors
Wisconsin
$10.6K +$212 +1 +2%
CPG
1374
Cornerstone Planning Group
New Jersey
$10.5K -$6.36K -30 -39%
TFM
1375
TFC Financial Management
Massachusetts
$10.4K +$212 +1 +2%