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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2351
Mark Sheptoff Financial Planning
Connecticut
$6.77K
1L
2352
10Elms LLP
Oklahoma
$6.57K
SC
2353
Steph & Co
Wisconsin
$6.57K
TFM
2354
TFC Financial Management
Massachusetts
$6.4K
DPW
2355
DiNuzzo Private Wealth
Pennsylvania
$6.28K -$103 -1 -2%
RWM
2356
Ruedi Wealth Management
Illinois
$5.88K
CAM
2357
Chesapeake Asset Management
New York
$5.59K +$517 +5 +10%
WCM
2358
Westend Capital Management
California
$5.49K
HHGA
2359
Halbert Hargrove Global Advisors
California
$5.18K +$5.48K +53 New
MAM
2360
Morse Asset Management
Connecticut
$5.04K
AEPWM
2361
Atlantic Edge Private Wealth Management
Florida
$4.91K
JFG
2362
JDM Financial Group
Texas
$4.91K
WCM
2363
WealthTrak Capital Management
Virginia
$4.91K +$3.1K +30 +150%
DI
2364
DAGCO Inc
Ohio
$4.61K +$4.86K +47 New
PWA
2365
Principia Wealth Advisory
Texas
$4.17K +$1.86K +18 +62%
HFM
2366
Hartford Financial Management
Connecticut
$4.12K
KIM
2367
Kestra Investment Management
Texas
$3.92K -$85.9K -831 -95%
BBPWM
2368
Blue Bell Private Wealth Management
Pennsylvania
$3.89K +$1.55K +15 +60%
CWM
2369
Crowley Wealth Management
Delaware
$3.73K +$1.96K +19 +100%
NI
2370
NCP Inc
California
$3.61K
WW
2371
Winnow Wealth
Texas
$3.41K +$1.14K +11 +46%
HIW
2372
Holos Integrated Wealth
Pennsylvania
$3.33K
CT
2373
Coastline Trust
Rhode Island
$2.94K -$210K -2,030 -99%
PCM
2374
Perritt Capital Management
Illinois
$2.94K -$10.6K -103 -77%
DWM
2375
Dogwood Wealth Management
Kansas
$2.94K +$3.1K +30 New