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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1626
Fairscale Capital
New Hampshire
$10.7K – – –
EWM
1627
Evermay Wealth Management
Virginia
$10.7K +$9.06K +26 +173%
HNW
1628
High Note Wealth
Minnesota
$10.4K -$8.36K -24 -38%
CTC
1629
Cetera Trust Company
Minnesota
$10.4K -$7.66K -22 -35%
SC
1630
Steph & Co
Wisconsin
$10.4K -$5.22K -15 -27%
WAG
1631
Wilkerson Advisory Group
Missouri
$9.92K -$6.97K -20 -34%
PAP
1632
Persistent Asset Partners
Hong Kong
$9.66K +$12.9K +37 New
AWM
1633
Abound Wealth Management
Tennessee
$9.06K -$16.7K -48 -58%
MNA
1634
Manning & Napier Advisors
New York
$9.06K +$3.83K +11 +48%
DPW
1635
DiNuzzo Private Wealth
Pennsylvania
$8.61K -$3.13K -9 -21%
PWA
1636
Principia Wealth Advisory
Texas
$8.61K +$4.88K +14 +74%
OPTFSNA
1637
Old Point Trust & Financial Services N A
Virginia
$8.35K – – –
SFS
1638
Sunrise Financial Services
Washington
$8.35K – – –
JWM
1639
JPL Wealth Management
Colorado
$8.09K -$45.6K -131 -81%
RWM
1640
Rialto Wealth Management
New York
$8.09K -$15K -43 -58%
NWMP
1641
Noble Wealth Management PBC
Colorado
$8.09K – – –
AI
1642
Atomic Invest
New York
$7.85K -$7.66K -22 -43%
PWM
1643
Proathlete Wealth Management
Florida
$7.57K – – –
RWS
1644
Retirement Wealth Solutions
Wisconsin
$7.39K -$10.1K -29 -51%
RF
1645
Robinswood Financial
Washington
$7.36K – – –
EWM
1646
Evolution Wealth Management
Florida
$7.31K +$1.04K +3 +12%
MP
1647
McDonald Partners
Ohio
$7.31K +$9.75K +28 New
HHGA
1648
Halbert Hargrove Global Advisors
California
$7.06K +$348 +1 +4%
FC
1649
Financial Consulate
Maryland
$7.05K -$6.97K -20 -43%
MIM
1650
MTM Investment Management
South Carolina
$7.05K -$6.97K -20 -43%