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Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
1451
Cherry Tree Wealth Management
Minnesota
$22.5K – – –
SR
1452
Syntax Research
Florida
$22.5K – – –
TFM
1453
TFC Financial Management
Massachusetts
$21.7K +$18K +230 +460%
AWM
1454
Abound Wealth Management
Tennessee
$21.2K – – –
NRG
1455
Nemes Rush Group
Michigan
$21K – – –
CCMI
1456
Creative Capital Management Investments
California
$20.9K – – –
PP
1457
PFS Partners
New Jersey
$20.4K – – –
CAC
1458
Core Alternative Capital
Georgia
$20.1K – – –
FCA
1459
FinTrust Capital Advisors
South Carolina
$20.1K – – –
HIA
1460
Harbor Investment Advisory
Maryland
$20.1K – – –
CTB
1461
Country Trust Bank
Illinois
$20.1K +$20.4K +260 New
FFA
1462
Fairfield Financial Advisors
Massachusetts
$19.5K – – –
DJSG
1463
D.J. St. Germain
Massachusetts
$18.6K – – –
NCM
1464
Northwest Capital Management
Oregon
$17.8K – – –
OP
1465
ORG Partners
Indiana
$17.5K -$1.57K -20 -8%
CWM
1466
Cedar Wealth Management
California
$17K -$9.41K -120 -35%
HPC
1467
HM Payson & Co
Maine
$16.3K -$785 -10 -5%
CTC
1468
Cetera Trust Company
Minnesota
$16.3K – – –
WWP
1469
WR Wealth Planners
Missouri
$16.3K +$1.57K +20 +11%
CPG
1470
Cornerstone Planning Group
New Jersey
$16K -$8.63K -110 -32%
AW
1471
Avion Wealth
Texas
$16K +$2.35K +30 +17%
CT
1472
Clearstead Trust
Maine
$15.5K – – –
VWA
1473
Valued Wealth Advisors
Utah
$14.7K +$785 +10 +6%
T
1474
Tidemark
California
$13.9K – – –
EBA
1475
Eagle Bay Advisors
New York
$13.9K +$2.35K +30 +20%