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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
826
Mowery & Schoenfeld Wealth Management
Illinois
$6.23K +$2.74K +24 +71%
LI
827
LRI Investments
Florida
$6.1K
CWP
828
Clark Wealth Partners
Illinois
$6K
SIC
829
SJS Investment Consulting
Ohio
$5.89K +$4.22K +37 +206%
TCOV
830
Trust Company of Vermont
Vermont
$5.89K -$2.06K -18 -25%
MWPCG
831
Measured Wealth Private Client Group
New Hampshire
$5.69K -$27.6K -242 -82%
MAFA
832
MJT & Associates Financial Advisory
Minnesota
$5.68K -$1.03K -9 -15%
BIA
833
Bell Investment Advisors
California
$5.57K -$571 -5 -9%
MPW
834
MASECO Private Wealth
$5.17K
AA
835
Addison Advisors
Vermont
$5.14K +$1.14K +10 +26%
AA
836
Ancora Advisors
Ohio
$5.14K -$109K -956 -95%
BFS
837
Bare Financial Services
Pennsylvania
$5.14K
HFM
838
Harvest Fund Management
China
$5K
AW
839
Avion Wealth
Texas
$5K +$1.03K +9 +21%
SC
840
SouthState Corp
Florida
$4.82K
GBT
841
Grove Bank & Trust
Florida
$4.61K
HHMI
842
Howard Hughes Medical Institute
Maryland
$4.61K
SN
843
Sittner & Nelson
Oregon
$4.34K
WFA
844
West Financial Advisors
Iowa
$4.18K +$4.45K +39 New
PWMG
845
Prestige Wealth Management Group
New Jersey
$4.07K
VNA
846
Valley National Advisers
Pennsylvania
$4K +$571 +5 +13%
MI
847
Motiv8 Investments
Florida
$4K +$4.22K +37 New
TC
848
Truvestments Capital
Florida
$3.96K
WPA
849
Wealth Preservation Advisors
Tennessee
$3.64K
LWM
850
Lodestone Wealth Management
Washington
$3.64K +$3.88K +34 New