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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2626
Mascoma Wealth Management
New Hampshire
$48K -$18.9K -722 -27%
VWM
2627
Vermillion Wealth Management
Minnesota
$47.9K -$9.5K -363 -15%
TCM
2628
Tradewinds Capital Management
Washington
$47.6K
GJIA
2629
Glass Jacobson Investment Advisors
Maryland
$47.1K +$3.4K +130 +7%
IRAG
2630
Investment Research & Advisory Group
Georgia
$46K +$30.8K +1,179 +225%
GK
2631
Graney & King
New York
$44.7K +$288 +11 +0.6%
SWA
2632
Strategic Wealth Advisors
Arizona
$44K -$8.45K -323 -15%
IA
2633
IFS Advisors
Kansas
$43.8K
AA
2634
Addison Advisors
Vermont
$43.4K -$884K -33,801 -95%
DFA
2635
DHJJ Financial Advisors
Illinois
$42K -$602 -23 -1%
S
2636
Sachetta
Massachusetts
$41.9K -$889 -34 -2%
AW
2637
Avion Wealth
Texas
$41K -$366 -14 -0.8%
EWP
2638
Elevation Wealth Partners
California
$41K +$23.8K +910 +115%
SC
2639
Steph & Co
Wisconsin
$40.8K -$11.1K -425 -20%
CMA
2640
Cedar Mountain Advisors
Oregon
$40.7K +$1.57K +60 +4%
NSG
2641
Nalls Sherbakoff Group
Tennessee
$40.4K -$53.3K -2,038 -55%
BCM
2642
Boreal Capital Management
Florida
$40.1K
HC
2643
Hurley Capital
New York
$40K -$1.96K -75 -4%
KFP
2644
Kerr Financial Planning
California
$39.7K +$105 +4 +0.2%
GWS
2645
Greykasell Wealth Strategies
California
$38.9K +$7.95K +304 +23%
BGAI
2646
Bruce G. Allen Investments
Colorado
$38.3K -$16.4K -627 -28%
RF
2647
Robinswood Financial
Washington
$36.7K +$5.18K +198 +15%
BFP
2648
Birchwood Financial Partners
Minnesota
$36.5K
CCM
2649
Copeland Capital Management
Pennsylvania
$36K -$91.3K -3,489 -70%
CNBT
2650
Cornerstone National Bank & Trust
Illinois
$35.8K