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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3676
Magnolia Wealth Management
Alabama
$49.5K +$47.5K +411 New
AI
3677
AXS Investments
New York
$49.1K -$13.7K -119 -23%
HB
3678
Horizon Bancorp
Indiana
$49K
SVCP
3679
Silicon Valley Capital Partners
California
$45.8K +$3.46K +30 +9%
MSFP
3680
Mark Sheptoff Financial Planning
Connecticut
$45.3K -$115K -1,000 -71%
SAS
3681
Spurstone Advisory Services
Connecticut
$45K
HNW
3682
High Note Wealth
Minnesota
$45K +$9.24K +80 +27%
IPS
3683
Investors Portfolio Services
Washington
$44.9K +$37.9K +328 +698%
MAM
3684
Marquette Asset Management
Minnesota
$44.5K +$3.92K +34 +10%
WAS
3685
Winch Advisory Services
Wisconsin
$43.9K +$115 +1 +0.3%
CW
3686
Curio Wealth
Maryland
$43.4K +$1.85K +16 +5%
EA
3687
Evergreen Advisors
Tennessee
$43.2K +$41.4K +359 New
GFL
3688
Granite FO LLC
New Hampshire
$41.7K
MDA
3689
Minot DeBlois Advisors
Massachusetts
$40.1K +$26.9K +233 +233%
EWM
3690
Evolution Wealth Management
Florida
$39.5K +$2.89K +25 +8%
MFT
3691
Moisand Fitzgerald Tamayo
Florida
$39.3K
TWM
3692
TopTier Wealth Management
Wisconsin
$39K +$37.4K +324 New
IWM
3693
IMG Wealth Management
Florida
$38.4K -$4.85K -42 -12%
TCM
3694
Tradewinds Capital Management
Washington
$38.4K +$6.93K +60 +23%
3FI
3695
3 Factor Indexing
California
$37.5K +$36K +312 New
GWM
3696
Gilpin Wealth Management
Colorado
$36.2K
FRA
3697
Front Row Advisors
California
$36K
HWM
3698
Horizons Wealth Management
North Carolina
$35.8K -$5.31K -46 -13%
SIM
3699
Synergy Investment Management
Florida
$35.6K +$34.2K +296 New
BDPWM
3700
Barnes Dennig Private Wealth Management
Ohio
$35.4K