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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1326
Financial Management Professionals
Texas
$7.6K +$7.32K +155 New
RTL
1327
Red Tortoise LLC
Georgia
$7.26K
DPW
1328
DiNuzzo Private Wealth
Pennsylvania
$6.61K -$47 -1 -0.7%
TWD
1329
True Wealth Design
Ohio
$6.58K
HNW
1330
High Note Wealth
Minnesota
$6.42K +$331 +7 +6%
IBOK
1331
Independence Bank of Kentucky
Kentucky
$6.03K +$5.81K +123 New
TCM
1332
TruNorth Capital Management
Michigan
$5.88K -$29.2K -619 -84%
IW
1333
Imprint Wealth
South Carolina
$5.88K +$5.67K +120 New
BFS
1334
Bare Financial Services
Pennsylvania
$5.84K +$898 +19 +19%
NRG
1335
Nemes Rush Group
Michigan
$5.79K
GA
1336
Guerra Advisors
Florida
$5K +$4.82K +102 New
AEPWM
1337
Atlantic Edge Private Wealth Management
Florida
$4.9K +$4.72K +100 New
TFM
1338
TFC Financial Management
Massachusetts
$4.82K
HWP
1339
Highline Wealth Partners
California
$4.71K
CTB
1340
Country Trust Bank
Illinois
$4.51K
CWM
1341
Crowley Wealth Management
Delaware
$4.51K
CIAS
1342
CBIZ Investment Advisory Services
Ohio
$4.37K +$992 +21 +31%
AS
1343
Altshuler Shaham
Israel
$4.17K -$756 -16 -16%
WA
1344
WPG Advisers
Maryland
$3.73K
ADL
1345
Asset Dedication LLC
California
$3.63K +$3.5K +74 New
BHWM
1346
Bay Harbor Wealth Management
Maryland
$3.53K +$614 +13 +22%
ACM
1347
Accent Capital Management
Ohio
$3.04K
TCA
1348
Trifecta Capital Advisors
Illinois
$2.94K
PP
1349
PFS Partners
New Jersey
$2.94K +$2.83K +60 New
TIM
1350
Tortoise Investment Management
New York
$2.94K +$189 +4 +7%