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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1651
Tortoise Investment Management
New York
$41.8K +$3.29K +48 +9%
TC
1652
Tacita Capital
Ontario, Canada
$41.3K
BCM
1653
Blume Capital Management
California
$40.9K
SFCL
1654
Strengthening Families & Communities LLC
Massachusetts
$40.9K +$274 +4 +0.7%
API
1655
Asset Planning Inc
California
$40K
DAM
1656
Delta Asset Management
Tennessee
$39.6K
HWA
1657
HHM Wealth Advisors
Tennessee
$39.3K
TF
1658
Tompkins Financial
New York
$39.3K -$1.51K -22 -4%
CPG
1659
Cornerstone Planning Group
New Jersey
$39.1K -$6.09K -89 -13%
T
1660
Transce3nd
Texas
$38.4K -$34.2K -500 -49%
TIM
1661
Total Investment Management
Arizona
$37.6K +$34.7K +506 New
MMG
1662
Monetary Management Group
Missouri
$37.2K
SN
1663
Sittner & Nelson
Oregon
$37.2K
MFC
1664
Mechanics Financial Corp
Ohio
$36.6K -$1.37K -20 -4%
VWA
1665
VSM Wealth Advisory
Maryland
$36K +$33.2K +485 New
FFL
1666
Financial Freedom LLC
Ohio
$35.2K
NWM
1667
Nova Wealth Management
Florida
$35.1K +$2.33K +34 +8%
W
1668
WealthCollab
Washington
$34.6K
AWM
1669
Abound Wealth Management
Tennessee
$34.3K
JFA
1670
JNBA Financial Advisors
Minnesota
$34.3K
VFM
1671
Vision Financial Markets
Connecticut
$34K
VNA
1672
Valley National Advisers
Pennsylvania
$34K -$1.85K -27 -6%
BWL
1673
Bogart Wealth LLC
Virginia
$33.9K +$2.81K +41 +10%
BOJHT
1674
Bank of Jackson Hole Trust
Wyoming
$33.8K
FDW
1675
Fourth Dimension Wealth
Ohio
$33.4K