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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1451
HHM Wealth Advisors
Tennessee
$53.9K -$4.11K -45 -7%
CPG
1452
Cornerstone Planning Group
New Jersey
$53.7K -$14.4K -158 -20%
BFP
1453
Birchwood Financial Partners
Minnesota
$52.5K – – –
EWP
1454
Elevation Wealth Partners
California
$51.9K +$45K +493 +694%
WPA
1455
West Paces Advisors
Georgia
$51.9K +$51.4K +564 New
FCAS
1456
First Command Advisory Services
Texas
$48.4K +$19.9K +218 +71%
TCM
1457
Tradewinds Capital Management
Washington
$48.3K -$4.11K -45 -8%
AF
1458
Abound Financial
California
$47.8K -$8.21K -90 -15%
NL
1459
NorthAvenue LLC
Ohio
$47K – – –
TWD
1460
True Wealth Design
Ohio
$46.6K +$14.3K +157 +45%
RIAS
1461
Rachor Investment Advisory Services
Michigan
$46.5K -$37.4K -410 -45%
GIA
1462
GHP Investment Advisors
Colorado
$45.6K – – –
WTA
1463
Washington Trust Advisors
Massachusetts
$43.1K +$4.29K +47 +11%
FFA
1464
Frazier Financial Advisors
Ohio
$41.7K +$365 +4 +0.9%
OC
1465
Oakworth Capital
Alabama
$41.4K – – –
PSB
1466
Piscataqua Savings Bank
New Hampshire
$41.4K – – –
JWA
1467
JFS Wealth Advisors
Pennsylvania
$40K +$182 +2 +0.5%
RWS
1468
Retirement Wealth Solutions
Wisconsin
$39K – – –
DWM
1469
Darwin Wealth Management
Florida
$38.7K – – –
AG
1470
AmeriFlex Group
Nevada
$38.1K +$821 +9 +2%
WAG
1471
Wilkerson Advisory Group
Missouri
$37.8K +$730 +8 +2%
EWM
1472
Evermay Wealth Management
Virginia
$37.3K -$9.85K -108 -21%
MSWM
1473
Mowery & Schoenfeld Wealth Management
Illinois
$35.9K – – –
RRMM
1474
Regatta Research & Money Management
Louisiana
$35.9K +$35.6K +390 New
WIM
1475
Westside Investment Management
California
$35.9K – – –