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Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1651
Coston McIsaac & Partners
Maine
$38K
AW
1652
Avion Wealth
Texas
$36K +$29.6K +106 +424%
AWM
1653
Accredited Wealth Management
Kentucky
$34.8K +$34.3K +123 New
FPF
1654
First Pacific Financial
Washington
$34.3K
PMFA
1655
Plante Moran Financial Advisors
Michigan
$34.1K +$7.54K +27 +29%
CP
1656
Castleview Partners
Texas
$33.2K
HWP
1657
Highline Wealth Partners
California
$32.9K +$838 +3 +3%
CSPIA
1658
Cary Street Partners Investment Advisory
Virginia
$32.9K -$10.3M -36,894 -100%
NWWA
1659
New Wave Wealth Advisors
Arkansas
$32.4K +$32.1K +115 New
BFP
1660
Briaud Financial Planning
Texas
$32K
RCA
1661
Runnymede Capital Advisors
Ohio
$31.8K +$31.5K +113 New
FIA
1662
FNY Investment Advisers
New York
$31K +$19.8K +71 +178%
RS
1663
R Squared
Hong Kong
$30.9K +$30.7K +110 New
GG
1664
Gleason Group
Kentucky
$30.7K
CTWM
1665
Cherry Tree Wealth Management
Minnesota
$30.7K
WAS
1666
Winch Advisory Services
Wisconsin
$30K +$279 +1 +0.9%
PWA
1667
Provenance Wealth Advisors
Florida
$29K
PWMG
1668
Private Wealth Management Group
New Jersey
$28.7K
AWM
1669
Activest Wealth Management
Florida
$28.7K +$28.5K +102 New
DWM
1670
Darwin Wealth Management
Florida
$28.4K +$22.9K +82 +432%
CMBA
1671
C.M. Bidwell & Associates
Hawaii
$28.1K
LB
1672
Legacy Bridge
Iowa
$28.1K
RWM
1673
Ruedi Wealth Management
Illinois
$28.1K
VWM
1674
Valley Wealth Managers
New Jersey
$28.1K
KTC
1675
Kentucky Trust Company
Kentucky
$28.1K +$27.9K +100 New