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Name Holding Trade Value Shares
Change
Change in
Stake
PC
1651
Promus Capital
Illinois
$41.8K – – –
TIM
1652
Tortoise Investment Management
New York
$41.8K +$3.29K +48 +9%
TC
1653
Tacita Capital
Ontario, Canada
$41.3K – – –
BCM
1654
Blume Capital Management
California
$40.9K – – –
SFCL
1655
Strengthening Families & Communities LLC
Massachusetts
$40.9K +$274 +4 +0.7%
API
1656
Asset Planning Inc
California
$40K – – –
DAM
1657
Delta Asset Management
Tennessee
$39.6K – – –
HWA
1658
HHM Wealth Advisors
Tennessee
$39.3K – – –
TF
1659
Tompkins Financial
New York
$39.3K -$1.51K -22 -4%
CPG
1660
Cornerstone Planning Group
New Jersey
$39.1K -$6.09K -89 -13%
T
1661
Transce3nd
Texas
$38.4K -$34.2K -500 -49%
TIM
1662
Total Investment Management
Arizona
$37.6K +$34.7K +506 New
MMG
1663
Monetary Management Group
Missouri
$37.2K – – –
SN
1664
Sittner & Nelson
Oregon
$37.2K – – –
MFC
1665
Mechanics Financial Corp
Ohio
$36.6K -$1.37K -20 -4%
VWA
1666
VSM Wealth Advisory
Maryland
$36K +$33.2K +485 New
FFL
1667
Financial Freedom LLC
Ohio
$35.2K – – –
NWM
1668
Nova Wealth Management
Florida
$35.1K +$2.33K +34 +8%
W
1669
WealthCollab
Washington
$34.6K – – –
AWM
1670
Abound Wealth Management
Tennessee
$34.3K – – –
JFA
1671
JNBA Financial Advisors
Minnesota
$34.3K – – –
VFM
1672
Vision Financial Markets
Connecticut
$34K – – –
VNA
1673
Valley National Advisers
Pennsylvania
$34K -$1.85K -27 -6%
BWL
1674
Bogart Wealth LLC
Virginia
$33.9K +$2.81K +41 +10%
BOJHT
1675
Bank of Jackson Hole Trust
Wyoming
$33.8K – – –