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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2276
Osterweis Capital Management
California
$49.1K -$5.53K -45 -10%
MWM
2277
Mascoma Wealth Management
New Hampshire
$49K -$2.83K -23 -6%
TLA
2278
Tanglewood Legacy Advisors
Texas
$45.4K
AP
2279
Atwood & Palmer
Missouri
$44.4K
BCM
2280
Bourgeon Capital Management
Connecticut
$42.9K
FSWA
2281
Financial Synergies Wealth Advisors
Texas
$41.9K +$6.02K +49 +17%
SIS
2282
Strategic Investment Solutions
Illinois
$41.7K +$41.8K +340 New
IRC
2283
Investors Research Corp
Georgia
$41.6K
CT
2284
Clearstead Trust
Maine
$41.1K +$4.18K +34 +11%
PK
2285
Pflug Koory
Nebraska
$40.8K
PP
2286
Pacifica Partners
Canada
$40.3K +$17K +138 +69%
PCOC
2287
Power Corp of Canada
Canada
$39.8K +$40.6K +330 New
LSA
2288
Lansing Street Advisors
Pennsylvania
$39.6K
ST
2289
Sageworth Trust
Pennsylvania
$37.3K +$31.8K +259 +576%
JWM
2290
Janiczek Wealth Management
Colorado
$36.4K
AWM
2291
Atticus Wealth Management
Florida
$36.2K -$492 -4 -1%
TFGT
2292
TS Financial Group (TSFG)
Illinois
$36K -$9.22K -75 -20%
RI
2293
Ridgewood Investments
New Jersey
$35.5K +$35.5K +289 New
CSWM
2294
Cassady Schiller Wealth Management
Ohio
$35.4K -$1.6K -13 -4%
BCMLT
2295
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.1K
FCG
2296
Financial Connections Group
California
$35K
VWM
2297
Venturi Wealth Management
Texas
$34.8K +$34.9K +284 New
IHWM
2298
Iron Horse Wealth Management
Iowa
$33.6K
APW
2299
Acima Private Wealth
Virginia
$33.1K
RWM
2300
Ruedi Wealth Management
Illinois
$31.9K