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Name Holding Trade Value Shares
Change
Change in
Stake
CP
2651
Castleview Partners
Texas
$94.9K +$56.1K +1,382 +273%
FWM
2652
FSA Wealth Management
Massachusetts
$93K +$75.5K +1,858 New
CTWM
2653
Cherry Tree Wealth Management
Minnesota
$90.2K
LWA
2654
Lowe Wealth Advisors
Maryland
$90K +$8.13K +200 +13%
OBWP
2655
O'Brien Wealth Partners
Massachusetts
$89.6K +$72.4K +1,783 New
RCM
2656
Raleigh Capital Management
North Carolina
$89.6K +$34.3K +845 +90%
PCFFS
2657
Pacific Center for Financial Services
California
$89.4K
FBC
2658
Fairfield, Bush & Co
Connecticut
$88.8K +$71.8K +1,768 New
NECFA
2659
New England Capital Financial Advisors
Connecticut
$85.1K -$16.1K -396 -19%
OA
2660
Operose Advisors
Wisconsin
$84.7K -$113K -2,785 -62%
MFA
2661
McClarren Financial Advisors
Pennsylvania
$84K +$162 +4 +0.2%
VAMG
2662
Voisard Asset Management Group
Michigan
$83.2K +$67.2K +1,655 New
VWM
2663
Venturi Wealth Management
Texas
$82.4K +$17.2K +423 +35%
BL
2664
BFSG LLC
California
$82.1K +$66.3K +1,633 New
PAI
2665
Pittenger & Anderson Inc
Nebraska
$80.9K
SC
2666
Stephens Consulting
Michigan
$80.2K
CFFP
2667
Center for Financial Planning
Michigan
$77.1K -$9.46K -233 -13%
AWM
2668
Abound Wealth Management
Tennessee
$77K +$2.31K +57 +4%
RWM
2669
Ruedi Wealth Management
Illinois
$76.8K
HFS
2670
HBC Financial Services
Washington
$76K +$81 +2 +0.1%
LF
2671
Lee Financial
Texas
$75.3K
CSWM
2672
Cassady Schiller Wealth Management
Ohio
$71.8K +$41 +1 +0.1%
PWMG
2673
Private Wealth Management Group
New Jersey
$71.4K +$57.7K +1,420 New
CAM
2674
Creekmur Asset Management
Illinois
$70.4K +$56.9K +1,401 New
AWM
2675
Able Wealth Management
New Jersey
$69K +$55.8K +1,373 New