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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2301
TFC Financial Management
Massachusetts
$6.36K +$1.72K +20 +44%
HB
2302
Horizon Bancorp
Indiana
$6K -$4.29K -50 -45%
PCWA
2303
Pacific Capital Wealth Advisors
California
$5.95K -$25.6K -298 -83%
RWM
2304
Ruedi Wealth Management
Illinois
$5.85K -$3.17K -37 -38%
CHA
2305
Carmichael Hill & Associates
Maryland
$5.67K
JFG
2306
JDM Financial Group
Texas
$5.65K +$686 +8 +16%
DPW
2307
DiNuzzo Private Wealth
Pennsylvania
$5.56K -$257 -3 -5%
WCM
2308
Westend Capital Management
California
$5.46K
TCM
2309
Tributary Capital Management
Nebraska
$5.07K
MAM
2310
Morse Asset Management
Connecticut
$4.95K +$4.38K +51 New
AEPWM
2311
Atlantic Edge Private Wealth Management
Florida
$4.88K
HFM
2312
Hartford Financial Management
Connecticut
$4.09K
NI
2313
NCP Inc
California
$3.56K
PS
2314
PayPay Securities
Japan
$2.73K -$3.6K -42 -60%
CPA
2315
Clear Point Advisors
New York
$2.65K
PG
2316
Proffitt & Goodson
Tennessee
$2.54K +$2.23K +26 New
TCM
2317
TruNorth Capital Management
Michigan
$2.54K +$2.23K +26 New
TWD
2318
True Wealth Design
Ohio
$2.34K +$429 +5 +26%
GFL
2319
Granite FO LLC
New Hampshire
$2.24K +$1.97K +23 New
EFMH
2320
E Fund Management (HK)
Hong Kong
$2K
SIC
2321
SJS Investment Consulting
Ohio
$1.75K
MFG
2322
Mendota Financial Group
Wisconsin
$1.75K +$1.54K +18 New
PP
2323
PFS Partners
New Jersey
$1.67K
WBC
2324
West Branch Capital
Massachusetts
$1.65K +$515 +6 +55%
VWWMG
2325
Vermillion & White Wealth Management Group
Pennsylvania
$1.37K