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Name Holding Trade Value Shares
Change
Change in
Stake
FP
1301
Financial Perspectives
Minnesota
$13.2K
RWM
1302
Raffa Wealth Management
District of Columbia
$12.7K -$2.24K -29 -16%
CWM
1303
CarsonAllaria Wealth Management
Illinois
$12.6K +$77 +1 +0.6%
TCM
1304
Tradewinds Capital Management
Washington
$12.6K
KTC
1305
Kentucky Trust Company
Kentucky
$12.4K
SHIM
1306
Stone House Investment Management
Pennsylvania
$12.2K +$1.39K +18 +13%
GC
1307
Garde Capital
Washington
$12.1K +$11.6K +150 New
BCM
1308
Boreal Capital Management
Florida
$11.9K +$11.4K +148 New
MHR
1309
Matthew Hamilton Rosenberg
$11.3K
CAM
1310
Creekmur Asset Management
Illinois
$11.2K +$77 +1 +0.7%
HWA
1311
Heritage Wealth Advisors
Virginia
$11.1K
TH
1312
TCTC Holdings
Texas
$11.1K
CA
1313
Centerpoint Advisors
Massachusetts
$11K
GPI
1314
General Partner Inc
Pennsylvania
$10.9K
CFD
1315
Creative Financial Designs
Indiana
$10.8K -$772 -10 -7%
T
1316
Transce3nd
Texas
$10.8K +$2.85K +37 +38%
NWM
1317
Nova Wealth Management
Florida
$10.3K +$9.88K +128 New
PWMG
1318
Prestige Wealth Management Group
New Jersey
$10.2K
PSFG
1319
Park Square Financial Group
Georgia
$10.1K
HHMI
1320
Howard Hughes Medical Institute
Maryland
$10.1K +$9.65K +125 New
FPB
1321
First PREMIER Bank
South Dakota
$10K
NRG
1322
Nemes Rush Group
Michigan
$9.57K -$7.64K -99 -45%
CIAS
1323
CBIZ Investment Advisory Services
Ohio
$9.22K -$463 -6 -5%
CFS
1324
CGC Financial Services
Oregon
$9.17K
KWM
1325
Kiker Wealth Management
Georgia
$9.17K