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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2226
Roble Belko & Company
Pennsylvania
$17K
AA
2227
Addison Advisors
Vermont
$16.8K
CJ
2228
Caitlin John
Michigan
$16.8K -$9.46K -100 -35%
RCM
2229
Richardson Capital Management
Wisconsin
$16.6K
TWM
2230
Tripletail Wealth Management
Florida
$16.5K -$2.08K -22 -11%
DWM
2231
Dogwood Wealth Management
Kansas
$16.4K +$7.09K +75 +69%
CWA
2232
Carolina Wealth Advisors
South Carolina
$16.3K
WAG
2233
Wilkerson Advisory Group
Missouri
$16.2K +$6.43K +68 +60%
GA
2234
GoalVest Advisory
New York
$16.1K
SC
2235
Solstein Capital
California
$15.5K
BONH
2236
Bank of New Hampshire
New Hampshire
$15.3K -$3.12K -33 -16%
VR
2237
Vision Retirement
New Jersey
$15.3K -$757 -8 -4%
LFASL
2238
Lugano Financial Advisors SA (LFA)
Switzerland
$15.2K
FA
2239
Fountainhead AM
New Jersey
$15.1K +$10K +106 +171%
GTAM
2240
Global Trust Asset Management
Florida
$14.9K
MBFW
2241
Morton Brown Family Wealth
Pennsylvania
$14.8K +$473 +5 +3%
IWM
2242
IMG Wealth Management
Florida
$14.6K -$3.12K -33 -17%
CAM
2243
Chesapeake Asset Management
New York
$14.4K
VWA
2244
Valued Wealth Advisors
Utah
$14.4K +$4.73K +50 +45%
FP
2245
Financial Perspectives
Minnesota
$14.3K
EPIMS
2246
Evelyn Partners Investment Management Services
$14.1K
SFCL
2247
Strengthening Families & Communities LLC
Massachusetts
$13.6K +$14.4K +152 New
WA
2248
Whipplewood Advisors
Colorado
$12.7K +$12.2K +129 +992%
PP
2249
Paladin Partners
Wisconsin
$12.5K
MSG
2250
Main Street Group
Virginia
$12.5K +$13.2K +140 New