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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1701
TFO Wealth Partners
Ohio
$28.3K – – –
NFSG
1702
Newbridge Financial Services Group
Florida
$27.1K +$3.94K +10 +18%
VAG
1703
VisionPoint Advisory Group
Texas
$27.1K +$6.31K +16 +32%
DIP
1704
DT Investment Partners
Pennsylvania
$25.7K – – –
BSB
1705
Bangor Savings Bank
Maine
$25.5K – – –
FAM
1706
Fred Alger Management
New York
$25.1K – – –
CCA
1707
Criterion Capital Advisors
Tennessee
$23.8K +$22.9K +58 New
SVCP
1708
Silicon Valley Capital Partners
California
$22.8K +$394 +1 +2%
WLC
1709
Walnut Level Capital
Colorado
$22.2K +$21.3K +54 New
MSWM
1710
McGlone Suttner Wealth Management
Wisconsin
$21.3K +$20.5K +52 New
LFA
1711
Legend Financial Advisors
Pennsylvania
$20.5K – – –
CFS
1712
CGC Financial Services
Oregon
$20.4K – – –
PCM
1713
Perritt Capital Management
Illinois
$20.2K – – –
PP
1714
PrairieView Partners
Minnesota
$20K – – –
SC
1715
Solstein Capital
California
$19.7K – – –
TSWM
1716
Tyler-Stone Wealth Management
Ohio
$19.7K – – –
BWP
1717
Baldwin Wealth Partners
Massachusetts
$19.3K – – –
PWA
1718
Provenance Wealth Advisors
Florida
$19.3K +$394 +1 +2%
FWM
1719
FSA Wealth Management
Massachusetts
$19K +$18.1K +46 New
VWA
1720
Valued Wealth Advisors
Utah
$18.2K +$19.3K +49 New
HBW
1721
Hazlett, Burt & Watson
West Virginia
$18K – – –
AW
1722
Avion Wealth
Texas
$18K +$1.18K +3 +7%
HWA
1723
HHM Wealth Advisors
Tennessee
$17.7K – – –
RIM
1724
Rockbridge Investment Management
New York
$17.7K +$17K +43 New
Cohen & Steers
1725
Cohen & Steers
New York
$17K – – –