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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3301
Peck Wealth Management
New York
$60.8K +$60.9K +200 New
GWS
3302
Greykasell Wealth Strategies
California
$60.6K +$8.83K +29 +17%
GWSA
3303
Global Wealth Strategies & Associates
Colorado
$60.5K -$10.3K -34 -15%
IW
3304
Imprint Wealth
South Carolina
$60.2K +$60.3K +198 New
AEPWM
3305
Atlantic Edge Private Wealth Management
Florida
$58.3K – – –
KFP
3306
Kerr Financial Planning
California
$56.8K +$56.6K +186 New
MSWA
3307
Marshall & Sterling Wealth Advisors
New York
$56.7K -$1.52K -5 -3%
DI
3308
DAGCO Inc
Ohio
$54.7K – – –
AWM
3309
AllSquare Wealth Management
New York
$52.6K – – –
FCT
3310
First Community Trust
Iowa
$51.1K – – –
CH
3311
Canton Hathaway
Rhode Island
$50K – – –
CCM
3312
Cloud Capital Management
Washington
$50K +$50.5K +166 New
FLP
3313
Financial Life Planners
Arizona
$49.1K +$49.3K +162 New
T
3314
Tidemark
California
$49K – – –
MNA
3315
Manning & Napier Advisors
New York
$48.3K +$48.4K +159 New
HHMI
3316
Howard Hughes Medical Institute
Maryland
$46.8K – – –
KG
3317
Kilter Group
New York
$46.5K +$2.13K +7 +5%
TCM
3318
TD Capital Management
Tennessee
$46.4K +$304 +1 +0.7%
AWM
3319
Accredited Wealth Management
Kentucky
$45.9K -$3.65K -12 -8%
ACM
3320
Accent Capital Management
Ohio
$45.6K – – –
TLA
3321
Tanglewood Legacy Advisors
Texas
$45.6K – – –
BI
3322
Binnacle Investments
Iowa
$45.6K -$913 -3 -2%
AWM
3323
Activest Wealth Management
Florida
$45K +$1.83K +6 +4%
KPP
3324
Kings Path Partners
Texas
$44.7K – – –
HC
3325
Hara Capital
Washington
$44.1K – – –