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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
851
Measured Wealth Private Client Group
New Hampshire
$3.78K +$3.48K +20 New
CW
852
Curio Wealth
Maryland
$3.59K – – –
HWA
853
Heartwood Wealth Advisors
Virginia
$3.59K +$3.31K +19 New
EWP
854
Elevation Wealth Partners
California
$3.4K +$3.13K +18 New
RWS
855
Retirement Wealth Solutions
Wisconsin
$3.4K +$3.13K +18 New
AP
856
Aspect Partners
Virginia
$3.4K – – –
CWP
857
Clark Wealth Partners
Illinois
$3.25K – – –
S
858
Sachetta
Massachusetts
$2.83K – – –
DPW
859
DiNuzzo Private Wealth
Pennsylvania
$2.71K – – –
CYG
860
Clean Yield Group
Vermont
$2.65K – – –
DF
861
Dunhill Financial
United Kingdom
$2.4K +$174 +1 +8%
CIAS
862
CBIZ Investment Advisory Services
Ohio
$2.27K – – –
SAM
863
Strive Asset Management
Ohio
$2.27K +$2.09K +12 New
Kayne Anderson Rudnick Investment Management
864
Kayne Anderson Rudnick Investment Management
California
$2.08K – – –
WPA
865
Wealth Preservation Advisors
Tennessee
$2.08K – – –
HFM
866
Harvest Fund Management
China
$2K +$2.26K +13 New
SC
867
SouthState Corp
Florida
$1.89K -$2.96K -17 -63%
TIM
868
Tortoise Investment Management
New York
$1.89K +$522 +3 +43%
MAM
869
Marquette Asset Management
Minnesota
$1.89K +$1.74K +10 New
HIA
870
HFM Investment Advisors
New Jersey
$1.7K – – –
BHWM
871
Bay Harbor Wealth Management
Maryland
$1.7K +$348 +2 +29%
GEA
872
Glen Eagle Advisors
New Jersey
$1.51K -$348 -2 -20%
WW
873
Winnow Wealth
Texas
$1.51K +$1.39K +8 New
SJIM
874
St. Johns Investment Management
Florida
$1.32K – – –
TPBG
875
Turning Point Benefit Group
Maryland
$1.15K +$1.04K +6 New