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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1526
West Branch Capital
Massachusetts
$16.4K – – –
CA
1527
Centerpoint Advisors
Massachusetts
$16K +$15.8K +58 New
QL
1528
Quarry LP
New York
$15.6K +$15.5K +57 New
WA
1529
WPG Advisers
Maryland
$15.3K – – –
RWM
1530
Raffa Wealth Management
District of Columbia
$15.3K +$1.63K +6 +12%
BCM
1531
Boreal Capital Management
Florida
$15.1K +$14.9K +55 New
RBC
1532
Roble Belko & Company
Pennsylvania
$15K +$13.6K +50 +1,667%
HHMI
1533
Howard Hughes Medical Institute
Maryland
$14.8K – – –
EPAM
1534
Evelyn Partners Asset Management
$14.8K +$7.88K +29 +116%
CWP
1535
Concord Wealth Partners
Virginia
$14.5K -$815 -3 -5%
GWSG
1536
GPS Wealth Strategies Group
Colorado
$14.5K – – –
MWM
1537
Mascoma Wealth Management
New Hampshire
$14.5K – – –
WWM
1538
Wolff Wiese Magana
California
$14.2K – – –
NOI
1539
Newton One Investments
Delaware
$14.1K – – –
CWM
1540
Copia Wealth Management
Oregon
$14K +$13.9K +51 New
PWMG
1541
Prestige Wealth Management Group
New Jersey
$13.7K – – –
CT
1542
Coastline Trust
Rhode Island
$13.7K – – –
AG
1543
AmeriFlex Group
Nevada
$13.7K +$13.6K +50 New
CPG
1544
Cornerstone Planning Group
New Jersey
$13.7K +$543 +2 +4%
FCAS
1545
First Command Advisory Services
Texas
$13.4K +$12.8K +47 +2,350%
MSFP
1546
Mark Sheptoff Financial Planning
Connecticut
$12.3K – – –
GA
1547
Guerra Advisors
Florida
$12.1K +$12K +44 New
AW
1548
Avion Wealth
Texas
$12K +$1.09K +4 +9%
CIR
1549
Clear Investment Research
Georgia
$11.6K – – –
MAM
1550
Marquette Asset Management
Minnesota
$11.5K +$11.4K +42 New