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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
3601
True Wealth Design
Ohio
$57.3K -$15.7K -28 -22%
JAM
3602
JCIC Asset Management
Ontario, Canada
$57.1K – – –
IWM
3603
IMG Wealth Management
Florida
$56.5K +$24K +43 +77%
UIA
3604
Ulland Investment Advisors
Minnesota
$56K – – –
FFL
3605
Financial Freedom LLC
Ohio
$55.9K – – –
QA
3606
Quattro Advisors
Pennsylvania
$55.3K +$54.2K +97 New
SA
3607
Scarborough Advisors
Maryland
$53.4K – – –
AP
3608
Aspect Partners
Virginia
$53.1K -$10.1K -18 -16%
TH
3609
TCTC Holdings
Texas
$51.4K – – –
MAM
3610
Marquette Asset Management
Minnesota
$50.2K +$1.68K +3 +4%
RL
3611
Rogco LP
Oklahoma
$49.7K – – –
MSWM
3612
Mowery & Schoenfeld Wealth Management
Illinois
$49.1K +$42.5K +76 +760%
CCMI
3613
Creative Capital Management Investments
California
$46.8K – – –
CMP
3614
Coston McIsaac & Partners
Maine
$46K – – –
CFG
3615
Clayton Financial Group
Missouri
$45.7K +$38.6K +69 +627%
Q1WB
3616
Quest 10 Wealth Builders
Virginia
$45.7K -$7.27K -13 -14%
NL
3617
NorthAvenue LLC
Ohio
$45.1K +$44.2K +79 New
CA
3618
Cresta Advisors
Texas
$44.5K +$43.6K +78 New
NI
3619
NCP Inc
California
$44.5K +$43.6K +78 New
JGCM
3620
Joseph Group Capital Management
Ohio
$44K +$43K +77 New
AAG
3621
Accordant Advisory Group
Maryland
$43.4K -$10.6K -19 -20%
DAM
3622
Delta Asset Management
Tennessee
$43.4K – – –
PP
3623
Pingora Partners
Wyoming
$42.8K -$6.71K -12 -14%
SWP
3624
SIMA Wealth Partners
Virginia
$42.8K – – –
W
3625
WealthCollab
Washington
$42.8K – – –