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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
2851
True Wealth Design
Ohio
$20K +$5.21K +199 +34%
BFP
2852
Briaud Financial Planning
Texas
$20K
AP
2853
Aspect Partners
Virginia
$19.7K
TCM
2854
TD Capital Management
Tennessee
$19.5K +$79 +3 +0.4%
PP
2855
Pacifica Partners
Canada
$18.8K +$209 +8 +1%
CAM
2856
Creekmur Asset Management
Illinois
$18.2K -$1.26K -48 -6%
1L
2857
10Elms LLP
Oklahoma
$17.7K -$50.1K -1,913 -73%
IAS
2858
IMA Advisory Services
Colorado
$17.3K +$17.8K +682 New
BONH
2859
Bank of New Hampshire
New Hampshire
$17K -$11.9K -453 -40%
WPA
2860
Wealth Preservation Advisors
Tennessee
$16.9K +$17.4K +665 New
AFS
2861
Anderson Financial Strategies
Ohio
$16.3K
HIA
2862
HFM Investment Advisors
New Jersey
$16K +$16.6K +633 New
EPIME
2863
Evelyn Partners Investment Management (Europe)
$15.8K
AEPWM
2864
Atlantic Edge Private Wealth Management
Florida
$15.6K
GAG
2865
Goodman Advisory Group
Massachusetts
$15.6K +$16.1K +614 New
SWP
2866
SIMA Wealth Partners
Virginia
$15.3K +$262 +10 +2%
CFP
2867
Comprehensive Financial Planning
Pennsylvania
$15.3K +$79 +3 +0.5%
CCM
2868
Cloud Capital Management
Washington
$15K +$15.7K +600 New
HFS
2869
Hughes Financial Services
Virginia
$14.2K +$15.2K +580 New
CFS
2870
Compass Financial Services
Iowa
$13.9K +$12.7K +484 +733%
RTL
2871
Red Tortoise LLC
Georgia
$13.8K +$14.2K +544 New
GTAM
2872
Global Trust Asset Management
Florida
$13.1K -$30.7K -1,174 -69%
CA
2873
Centerpoint Advisors
Massachusetts
$13K -$17K -650 -56%
PWMA
2874
Pension & Wealth Management Advisors
Massachusetts
$12.7K -$15.7K -600 -55%
MCI
2875
MRP Capital Investments
Georgia
$12.7K +$6.54K +250 +100%