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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
3201
Horizons Wealth Management
North Carolina
$55.8K +$3.07K +27 +6%
TWD
3202
True Wealth Design
Ohio
$55.8K -$93.8K -826 -63%
MWM
3203
Mascoma Wealth Management
New Hampshire
$54K -$58.4K -514 -50%
PP
3204
Pacifica Partners
Canada
$51.4K
NMG
3205
New Millennium Group
Utah
$50.6K -$908 -8 -2%
WAM
3206
WFA Asset Management
Wisconsin
$50.6K -$82.9K -730 -62%
DWA
3207
Delos Wealth Advisors
Texas
$48.5K
TVWM
3208
Tower View Wealth Management
Wisconsin
$47K +$341 +3 +0.7%
JFG
3209
JDM Financial Group
Texas
$46.2K
PCC
3210
Park Circle Company
Maryland
$46.2K
OA
3211
Operose Advisors
Wisconsin
$43.5K
BSC
3212
Brown Shipley & Co
United Kingdom
$43.4K
FRA
3213
Front Row Advisors
California
$42K
IHWM
3214
Iron Horse Wealth Management
Iowa
$41.2K
WAS
3215
Winch Advisory Services
Wisconsin
$41K
AWM
3216
Activest Wealth Management
Florida
$39.9K +$41K +361 New
CCMW
3217
Cypress Capital Management (Wyoming)
Wyoming
$38.9K
LFA
3218
Legend Financial Advisors
Pennsylvania
$37.9K
LFA
3219
Level Financial Advisors
New York
$36.9K +$11.4K +100 +45%
FA
3220
Financial Avengers
California
$36.5K +$227 +2 +0.6%
TCM
3221
Tradewinds Capital Management
Washington
$34.5K -$4.88K -43 -13%
BSWA
3222
Bromfield Sneider Wealth Advisors
Massachusetts
$32.3K
RTL
3223
Red Tortoise LLC
Georgia
$28.6K
YAL
3224
Your Advocates Ltd
Texas
$27.7K +$27.3K +240 New
MAM
3225
Marquette Asset Management
Minnesota
$25.8K +$25.4K +224 New