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Name Holding Trade Value Shares
Change
Change in
Stake
T
3401
Transce3nd
Texas
$57.3K -$553 -1 -1%
AWM
3402
AllSquare Wealth Management
New York
$56.2K – – –
LFA
3403
Legend Financial Advisors
Pennsylvania
$56.2K +$55.3K +100 New
BHWM
3404
Beaird Harris Wealth Management
Texas
$55.5K +$8.85K +16 +19%
BMC
3405
Bear Mountain Capital
Washington
$55.3K -$3.87K -7 -7%
FFL
3406
Financial Freedom LLC
Ohio
$55K -$553 -1 -1%
SA
3407
Scarborough Advisors
Maryland
$52.5K +$51.4K +93 New
PWM
3408
Parkworth Wealth Management
California
$52.3K +$7.74K +14 +18%
LWA
3409
Lowe Wealth Advisors
Maryland
$51.1K – – –
CCMI
3410
Creative Capital Management Investments
California
$51.1K +$4.98K +9 +11%
TH
3411
TCTC Holdings
Texas
$50.6K – – –
SRCM
3412
Signature Resources Capital Management
California
$50.6K +$37.1K +67 +291%
PP
3413
Pingora Partners
Wyoming
$48.9K – – –
RL
3414
Rogco LP
Oklahoma
$48.9K – – –
CMP
3415
Coston McIsaac & Partners
Maine
$46K – – –
UIA
3416
Ulland Investment Advisors
Minnesota
$46K – – –
SC
3417
Steph & Co
Wisconsin
$45.5K -$1.11K -2 -2%
1NWS
3418
1 North Wealth Services
Maryland
$45K – – –
AAG
3419
Accordant Advisory Group
Maryland
$44.4K -$1.11K -2 -2%
WW
3420
Winnow Wealth
Texas
$44.4K +$29.3K +53 +204%
TCA
3421
Trifecta Capital Advisors
Illinois
$43.3K – – –
DAM
3422
Delta Asset Management
Tennessee
$42.7K – – –
CAM
3423
Creekmur Asset Management
Illinois
$42.3K +$14.4K +26 +53%
SWP
3424
SIMA Wealth Partners
Virginia
$42.1K – – –
W
3425
WealthCollab
Washington
$42.1K +$1.66K +3 +4%