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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1651
WPG Advisers
Maryland
$38.5K +$38.2K +137 New
CMP
1652
Coston McIsaac & Partners
Maine
$38K – – –
AW
1653
Avion Wealth
Texas
$36K +$29.6K +106 +424%
AWM
1654
Accredited Wealth Management
Kentucky
$34.8K +$34.3K +123 New
FPF
1655
First Pacific Financial
Washington
$34.3K – – –
PMFA
1656
Plante Moran Financial Advisors
Michigan
$34.1K +$7.54K +27 +29%
CP
1657
Castleview Partners
Texas
$33.2K – – –
HWP
1658
Highline Wealth Partners
California
$32.9K +$838 +3 +3%
CSPIA
1659
Cary Street Partners Investment Advisory
Virginia
$32.9K -$10.3M -36,894 -100%
NWWA
1660
New Wave Wealth Advisors
Arkansas
$32.4K +$32.1K +115 New
BFP
1661
Briaud Financial Planning
Texas
$32K – – –
RCA
1662
Runnymede Capital Advisors
Ohio
$31.8K +$31.5K +113 New
FIA
1663
FNY Investment Advisers
New York
$31K +$19.8K +71 +178%
RS
1664
R Squared
Hong Kong
$30.9K +$30.7K +110 New
GG
1665
Gleason Group
Kentucky
$30.7K – – –
CTWM
1666
Cherry Tree Wealth Management
Minnesota
$30.7K – – –
WAS
1667
Winch Advisory Services
Wisconsin
$30K +$279 +1 +0.9%
PWA
1668
Provenance Wealth Advisors
Florida
$29K – – –
PWMG
1669
Private Wealth Management Group
New Jersey
$28.7K – – –
AWM
1670
Activest Wealth Management
Florida
$28.7K +$28.5K +102 New
DWM
1671
Darwin Wealth Management
Florida
$28.4K +$22.9K +82 +432%
CMBA
1672
C.M. Bidwell & Associates
Hawaii
$28.1K – – –
LB
1673
Legacy Bridge
Iowa
$28.1K – – –
RWM
1674
Ruedi Wealth Management
Illinois
$28.1K – – –
VWM
1675
Valley Wealth Managers
New Jersey
$28.1K – – –