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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1001
Dogwood Wealth Management
Kansas
$3.2K +$1.32K +25 +69%
TSMHT
1002
Thurston Springer Miller Herd & Titak
Indiana
$3.15K – – –
APW
1003
Aventura Private Wealth
Florida
$3.09K – – –
GWM
1004
Gilpin Wealth Management
Colorado
$3.09K – – –
BSB
1005
Bangor Savings Bank
Maine
$2.99K – – –
WA
1006
WPG Advisers
Maryland
$2.99K – – –
BAM
1007
Byrne Asset Management
New Jersey
$2.94K – – –
CRI
1008
Commonwealth Retirement Investments
Virginia
$2.94K +$2.96K +56 New
JFG
1009
JDM Financial Group
Texas
$2.73K – – –
BWM
1010
Bullock Wealth Management
Indiana
$2.72K – – –
MSG
1011
Main Street Group
Virginia
$2.62K – – –
GA
1012
GoalVest Advisory
New York
$2.62K +$2.64K +50 New
APW
1013
Allied Private Wealth
Florida
$2.57K +$2.59K +49 New
NWS
1014
Nvest Wealth Strategies
Ohio
$2.52K -$317 -6 -11%
SIS
1015
Strategic Investment Solutions
Illinois
$2.46K – – –
HHGA
1016
Halbert Hargrove Global Advisors
California
$2.42K +$2.43K +46 New
CFG
1017
CKW Financial Group
Hawaii
$2K +$1.75K +33 New
POIA
1018
Pin Oak Investment Advisors
Texas
$2K +$1.75K +33 New
VWA
1019
Valued Wealth Advisors
Utah
$1.96K – – –
HIA
1020
Highland Investment Advisors
Florida
$1.83K +$1.85K +35 New
ECA
1021
Elevated Capital Advisors
Utah
$1.78K – – –
HIW
1022
Holos Integrated Wealth
Pennsylvania
$1.71K – – –
BWS
1023
Buck Wealth Strategies
Colorado
$1.68K +$1.69K +32 New
CT
1024
Caldwell Trust
Florida
$1.57K +$1.59K +30 New
WA
1025
Westfuller Advisors
New York
$1.48K -$688 -13 -32%