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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1576
Mascoma Wealth Management
New Hampshire
$12.4K +$27 +2 +0.2%
MAM
1577
Meeder Asset Management
Ohio
$12.2K -$14.6K -1,081 -55%
QWM
1578
Quaker Wealth Management
New Jersey
$12K +$432 +32 +4%
DWM
1579
Dogwood Wealth Management
Kansas
$11.9K -$1.67K -124 -13%
AEPWM
1580
Atlantic Edge Private Wealth Management
Florida
$11.8K – – –
RWM
1581
Rialto Wealth Management
New York
$11.7K +$5.44K +403 +91%
MWPCG
1582
Measured Wealth Private Client Group
New Hampshire
$11.1K – – –
CIS
1583
Custom Index Systems
New York
$11K +$10.7K +790 New
PNC
1584
Point Nemo Capital
Texas
$10.8K +$10.5K +779 New
RWPA
1585
Richard W. Paul & Associates
Michigan
$10.4K +$10.1K +750 New
WA
1586
Westfuller Advisors
New York
$10.4K +$3.31K +245 +49%
KCM
1587
Key Capital Management
Tennessee
$10.3K +$4.67K +346 +88%
TTIC
1588
Tower Trust & Investment Company
Iowa
$10K – – –
PWMG
1589
Private Wealth Management Group
New Jersey
$9.83K – – –
AP
1590
Atwood & Palmer
Missouri
$9.82K +$81 +6 +0.9%
MFS
1591
Montgomery Financial Services
Maryland
$9.78K +$9.48K +703 New
1NWS
1592
1 North Wealth Services
Maryland
$9.73K – – –
LFASL
1593
Lugano Financial Advisors SA (LFA)
Switzerland
$9.73K +$9.44K +700 New
EWM
1594
Evermay Wealth Management
Virginia
$9.44K +$9.16K +679 New
SN
1595
Sittner & Nelson
Oregon
$9.43K – – –
PUI
1596
Purpose Unlimited Inc
$9.24K – – –
RFG
1597
REAP Financial Group
Texas
$9.23K +$3.27K +242 +57%
LIA
1598
Luken Investment Analytics
Tennessee
$9.17K -$6.46K -479 -42%
SWP
1599
SIMA Wealth Partners
Virginia
$9.16K – – –
TAP
1600
Tounjian Advisory Partners
Florida
$9.09K -$1.8M -133,482 -100%