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Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
1001
Cherry Tree Wealth Management
Minnesota
$11.1K – – –
EB
1002
Eastern Bank
Massachusetts
$11.1K +$1.26K +14 +14%
CAIM
1003
Catherine Avery Investment Management
Florida
$10.9K – – –
SIC
1004
SJS Investment Consulting
Ohio
$10.7K +$8.18K +91 +479%
MAM
1005
Meeder Asset Management
Ohio
$10.3K +$9.53K +106 New
BFM
1006
Brooklands Fund Management
United Kingdom
$10.2K +$9.44K +105 New
NIG
1007
NFJ Investment Group
Texas
$10K – – –
VNA
1008
Valley National Advisers
Pennsylvania
$10K – – –
FFL
1009
Financial Freedom LLC
Ohio
$9.99K – – –
1NWS
1010
1 North Wealth Services
Maryland
$9.91K – – –
SWP
1011
Strategic Wealth Partners
Ohio
$9.91K – – –
YDMI
1012
Y.D. More Investments
Israel
$9.81K -$450 -5 -1%
HHMI
1013
Howard Hughes Medical Institute
Maryland
$9.42K – – –
PMFA
1014
Plante Moran Financial Advisors
Michigan
$9.32K – – –
RTL
1015
Red Tortoise LLC
Georgia
$9.03K – – –
AF
1016
Align Financial
Minnesota
$9.03K +$812K +9,033 New
AW
1017
Avion Wealth
Texas
$9K – – –
KG
1018
Kilter Group
New York
$8.55K – – –
HNW
1019
High Note Wealth
Minnesota
$8.26K +$270 +3 +4%
OAJ
1020
Ogorek Anthony Joseph
New York
$8K +$2.34K +26 +46%
PJC
1021
Phillip James Consulting
Minnesota
$8K +$7.28K +81 New
CRI
1022
Commonwealth Retirement Investments
Virginia
$7.38K +$6.83K +76 New
LWANC
1023
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.38K +$6.83K +76 New
CWA
1024
Carolina Wealth Advisors
South Carolina
$7.19K – – –
HDIM
1025
Hanson & Doremus Investment Management
Vermont
$7K – – –