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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Mascoma Wealth Management
New Hampshire
$3.56K – – –
HWA
1102
HHM Wealth Advisors
Tennessee
$3.43K -$3.26K -24 -48%
SWM
1103
Sugarloaf Wealth Management
Georgia
$3.43K – – –
HFS
1104
HBC Financial Services
Washington
$3K – – –
TFGT
1105
TS Financial Group (TSFG)
Illinois
$3K – – –
VNA
1106
Valley National Advisers
Pennsylvania
$3K – – –
CAL
1107
Capital Advisors Ltd
Ohio
$3K +$951 +7 +44%
CCM
1108
Cribstone Capital Management
Maine
$2.9K +$272 +2 +10%
AWM
1109
Abound Wealth Management
Tennessee
$2.77K – – –
MPCL
1110
My Personal CFO LLC
Washington
$2.77K +$2.85K +21 New
AWM
1111
Avior Wealth Management
Nebraska
$2.72K – – –
TAM
1112
Tucker Asset Management
Colorado
$2.4K – – –
GIA
1113
GHP Investment Advisors
Colorado
$2.37K – – –
MFT
1114
Moisand Fitzgerald Tamayo
Florida
$2.11K +$136 +1 +7%
IAA
1115
Independent Advisor Alliance
North Carolina
$2.03K +$60.3K +444 +3%
AA
1116
Ancora Advisors
Ohio
$2K – – –
APC
1117
Aspire Private Capital
North Carolina
$1.98K -$408 -3 -17%
WWM
1118
Wolff Wiese Magana
California
$1.84K -$2.04K -15 -52%
EBA
1119
Eagle Bay Advisors
New York
$1.84K – – –
TC
1120
Truvestments Capital
Florida
$1.84K +$1.9K +14 New
WPA
1121
West Paces Advisors
Georgia
$1.71K – – –
NSIM
1122
North Star Investment Management
Illinois
$1.71K +$1.77K +13 New
PWMG
1123
Prestige Wealth Management Group
New Jersey
$1.59K -$408 -3 -20%
TWD
1124
True Wealth Design
Ohio
$1.58K +$1.63K +12 New
LCM
1125
Logan Capital Management
Pennsylvania
$1.36K – – –