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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
Wolff Wiese Magana
California
$3.93K +$4.14K +145 New
HHGA
302
Halbert Hargrove Global Advisors
California
$3.79K +$485 +17 +14%
CTWM
303
Cherry Tree Wealth Management
Minnesota
$3.72K +$3.65K +128 +1,422%
Federated Hermes
304
Federated Hermes
Pennsylvania
$3.55K +$86 +3 +2%
MWA
305
Medallion Wealth Advisors
Connecticut
$3.39K
CPG
306
Cornerstone Planning Group
New Jersey
$3.12K +$428 +15 +17%
AA
307
Addison Advisors
Vermont
$2.96K
MFS
308
Mattson Financial Services
Michigan
$2.93K +$3.08K +108 New
AWM
309
AllSquare Wealth Management
New York
$2.71K
FP
310
Financial Perspectives
Minnesota
$2.71K
NSIM
311
North Star Investment Management
Illinois
$2.63K
BI
312
Binnacle Investments
Iowa
$2.52K +$2.65K +93 New
CFD
313
Creative Financial Designs
Indiana
$2.45K +$1.43K +50 +125%
TWD
314
True Wealth Design
Ohio
$2.36K +$257 +9 +12%
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$2.06K
CG
316
Curat Global
New Hampshire
$2.04K +$2.14K +75 New
HBW
317
Hazlett, Burt & Watson
West Virginia
$2K
TPCW
318
TD Private Client Wealth
New York
$1.95K
STB
319
S&T Bank
Pennsylvania
$1.93K +$2.02K +71 New
DWM
320
Darwin Wealth Management
Florida
$1.91K
HIA
321
Harbor Investment Advisory
Maryland
$1.76K
SIC
322
Salem Investment Counselors
North Carolina
$1.74K
CSC
323
Caldwell Sutter Capital
California
$1.17K
HI
324
Hoey Investments
Pennsylvania
$1K
RWM
325
Raffa Wealth Management
District of Columbia
$977