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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3151
Proathlete Wealth Management
Florida
$76.6K +$874 +11 +1%
CTWM
3152
Cherry Tree Wealth Management
Minnesota
$74.2K -$31.6K -398 -30%
RFS
3153
Richardson Financial Services
Massachusetts
$73K +$14.7K +185 +26%
CAWM
3154
Capital A Wealth Management
Pennsylvania
$72.5K +$9.14K +115 +21%
PWA
3155
Principia Wealth Advisory
Texas
$70K +$4.13K +52 +6%
TWD
3156
True Wealth Design
Ohio
$69.9K +$56.3K +708 +405%
OWP
3157
ORG Wealth Partners
Texas
$69.5K +$17.6K +222 +35%
HFS
3158
Hopwood Financial Services
Virginia
$69.3K -$5.96K -75 -8%
CW
3159
Curio Wealth
Maryland
$69.2K +$69.3K +872 +43,600%
DPW
3160
DiNuzzo Private Wealth
Pennsylvania
$68.9K -$2.7K -34 -4%
LFASL
3161
Lugano Financial Advisors SA (LFA)
Switzerland
$68.5K +$6.12K +77 +10%
OAJ
3162
Ogorek Anthony Joseph
New York
$67K -$10.8K -136 -14%
1IA
3163
1620 Investment Advisors
Massachusetts
$66.7K -$3.34K -42 -5%
CTB
3164
Country Trust Bank
Illinois
$66.3K -$24.9K -313 -27%
HIW
3165
Holos Integrated Wealth
Pennsylvania
$65.2K +$10.1K +127 +19%
SIC
3166
SJS Investment Consulting
Ohio
$64.6K -$4.53K -57 -7%
AP
3167
Aspect Partners
Virginia
$64.4K +$8.98K +113 +16%
SA
3168
Scarborough Advisors
Maryland
$64.4K +$64.6K +813 New
DWS
3169
Dynamic Wealth Strategies
California
$64.2K -$2.7K -34 -4%
CWM
3170
Centricity Wealth Management
Ohio
$64K
CCM
3171
Carderock Capital Management
Maryland
$63.3K +$63.6K +800 New
FG
3172
Fairman Group
Pennsylvania
$63.2K -$9.78K -123 -13%
SCA
3173
Stuart Chaussee & Associates
California
$61K
EPIMS
3174
Evelyn Partners Investment Management Services
$60K -$23.8K -300 -28%
HHGA
3175
Halbert Hargrove Global Advisors
California
$59.2K +$37.3K +469 +168%