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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1001
Tacita Capital
Ontario, Canada
$23.5K
WA
1002
WPG Advisers
Maryland
$23.1K +$5.18K +15 +33%
BTD
1003
BankPlus Trust Department
Mississippi
$22.7K
AF
1004
Advisornet Financial
Minnesota
$22.4K +$12.4K +36 +164%
C
1005
Covestor
United Kingdom
$22K -$17.3K -50 -46%
W
1006
WealthCollab
Washington
$22K
FC
1007
Financial Consulate
Maryland
$20.4K
VWA
1008
Valued Wealth Advisors
Utah
$19.7K +$2.07K +6 +13%
CPG
1009
Cornerstone Planning Group
New Jersey
$19.7K -$345 -1 -2%
CT
1010
Clearstead Trust
Maine
$19.3K
RWM
1011
Rialto Wealth Management
New York
$19.3K +$4.14K +12 +32%
TCM
1012
Triumph Capital Management
Colorado
$18.9K +$345 +1 +2%
WETS
1013
Wealth Enhancement Trust Services
South Dakota
$18.9K +$16.9K +49 New
AW
1014
Avion Wealth
Texas
$17K +$2.42K +7 +18%
JGCM
1015
Joseph Group Capital Management
Ohio
$16.2K +$14.5K +42 New
UFPG
1016
United Financial Planning Group
New York
$14.6K
SWM
1017
SHP Wealth Management
Massachusetts
$14.3K +$1.04K +3 +9%
DWM
1018
Dogwood Wealth Management
Kansas
$14.3K
CT
1019
Colonial Trust
South Carolina
$13.1K -$1.73K -5 -13%
DPW
1020
DiNuzzo Private Wealth
Pennsylvania
$12.3K
KG
1021
Kilter Group
New York
$11.9K -$691 -2 -6%
GBT
1022
Grove Bank & Trust
Florida
$11.9K
BHWM
1023
Beaird Harris Wealth Management
Texas
$11.2K
NSIM
1024
North Star Investment Management
Illinois
$11.2K +$345 +1 +4%
BHWM
1025
Bay Harbor Wealth Management
Maryland
$11.2K +$2.07K +6 +26%