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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
701
Mowery & Schoenfeld Wealth Management
Illinois
$3.22K
ST
702
Smithfield Trust
Pennsylvania
$3K
CT
703
Clearstead Trust
Maine
$2.88K
MCM
704
MV Capital Management
Maryland
$2.88K
CFS
705
CGC Financial Services
Oregon
$2.55K
GBT
706
Grove Bank & Trust
Florida
$2.55K
WA
707
WPG Advisers
Maryland
$2.44K
MIM
708
MTM Investment Management
South Carolina
$2.33K
AFWM
709
Abich Financial Wealth Management
Virginia
$2.33K +$2.24K +21 New
GEA
710
Glen Eagle Advisors
New Jersey
$2.21K +$641 +6 +43%
AAG
711
Armstrong Advisory Group
Massachusetts
$2.19K -$11.6K -109 -84%
GKIM
712
GW&K Investment Management
Massachusetts
$2K -$1.07K -10 -38%
CAL
713
Capital Analysts LLC
Pennsylvania
$2K
CFO
714
CVA Family Office
Colorado
$1.88K
FCAS
715
First Command Advisory Services
Texas
$1.88K
EWP
716
Elevation Wealth Partners
California
$1.88K +$1.07K +10 +143%
TCA
717
Trifecta Capital Advisors
Illinois
$1.77K
BHWM
718
Beaird Harris Wealth Management
Texas
$1.77K +$320 +3 +23%
FC
719
Financial Consulate
Maryland
$1.77K +$1.71K +16 New
AFG
720
Albion Financial Group
Utah
$1.66K
AAS
721
Ameritas Advisory Services
Nebraska
$1.66K -$1.92K -18 -55%
TFM
722
TFC Financial Management
Massachusetts
$1.56K
CFFP
723
Center for Financial Planning
Michigan
$1.55K
LWMI
724
Legacy Wealth Management (Idaho)
Idaho
$1.55K
CWP
725
Clark Wealth Partners
Illinois
$1.46K