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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
3451
Mowery & Schoenfeld Wealth Management
Illinois
$78.7K +$42.5K +412 +109%
LFASL
3452
Lugano Financial Advisors SA (LFA)
Switzerland
$78.4K – – –
MWM
3453
Mascoma Wealth Management
New Hampshire
$78.3K +$24.5K +238 +43%
CWM
3454
Centricity Wealth Management
Ohio
$78K +$80.8K +784 New
FNWA
3455
Financial Network Wealth Advisors
Utah
$77.5K -$106K -1,027 -57%
BHWM
3456
Beaird Harris Wealth Management
Texas
$76.8K -$67K -650 -46%
SCA
3457
Stuart Chaussee & Associates
California
$76.6K – – –
CAM
3458
Creekmur Asset Management
Illinois
$75.8K -$33.5K -325 -30%
Capula Management
3459
Capula Management
Cayman Islands
$73.7K -$90K -873 -54%
AP
3460
Atwood & Palmer
Missouri
$72.6K – – –
AP
3461
Aspect Partners
Virginia
$72.1K -$4.43K -43 -6%
BGA
3462
Battery Global Advisors
Massachusetts
$72K – – –
BHWM
3463
Bay Harbor Wealth Management
Maryland
$71.2K +$1.34K +13 +2%
RCA
3464
Runnymede Capital Advisors
Ohio
$70.8K +$73.4K +712 New
CCA
3465
Criterion Capital Advisors
Tennessee
$69.6K – – –
WAG
3466
Wiser Advisor Group
Arizona
$69.5K +$515 +5 +0.7%
STB
3467
S&T Bank
Pennsylvania
$67.9K +$70.4K +683 New
HIW
3468
Holos Integrated Wealth
Pennsylvania
$67.7K +$70.2K +681 New
BAM
3469
Bellevue Asset Management
Washington
$66.9K +$4.64K +45 +7%
RWS
3470
Retirement Wealth Solutions
Wisconsin
$64.5K +$67K +650 New
Q1WB
3471
Quest 10 Wealth Builders
Virginia
$62.6K +$64.8K +629 New
PWM
3472
Parkworth Wealth Management
California
$62.5K +$64.7K +628 New
GG
3473
Gleason Group
Kentucky
$62.2K +$412 +4 +0.6%
RJA
3474
Ross\Johnson & Associates
Minnesota
$62K +$64.2K +623 New
TAM
3475
Tucker Asset Management
Colorado
$60.3K +$4.95K +48 +9%