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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1501
Abound Wealth Management
Tennessee
$11.4K -$12.9K -39 -53%
TWD
1502
True Wealth Design
Ohio
$11.2K +$11.2K +34 New
TF
1503
TimeScale Financial
Massachusetts
$10.4K
AFS
1504
Annapolis Financial Services
Maryland
$10.4K -$5.93K -18 -37%
TCWA
1505
Ten Capital Wealth Advisors
Washington
$10K -$4.29K -13 -30%
SCA
1506
Stonebridge Capital Advisors
Minnesota
$10K -$1.98K -6 -17%
OIA
1507
Optimum Investment Advisors
Illinois
$10K
TFA
1508
Toth Financial Advisory
Virginia
$10K
TSW
1509
Thompson Siegel & Walmsley
Virginia
$10K
TSWM
1510
Tyler-Stone Wealth Management
Ohio
$10K
MA
1511
MCF Advisors
Kentucky
$9.71K -$1.65K -5 -15%
MFT
1512
Moisand Fitzgerald Tamayo
Florida
$9.71K +$8.9K +27 +1,350%
SC
1513
Steph & Co
Wisconsin
$9K +$8.57K +26 New
IAS
1514
IMA Advisory Services
Colorado
$8.71K
FA
1515
Fortis Advisors
Pennsylvania
$8.37K
PFG
1516
Piershale Financial Group
Illinois
$8.37K +$8.24K +25 New
NIC
1517
Northwest Investment Counselors
Oregon
$8.04K
JMF
1518
Johnson Midwest Financial
Iowa
$8K +$8.24K +25 New
EE
1519
EWG Elevate
California
$7.7K +$7.58K +23 New
HS
1520
Horan Securities
United States
$7.7K +$7.58K +23 New
RTL
1521
Red Tortoise LLC
Georgia
$7.7K +$7.58K +23 New
CWP
1522
Concord Wealth Partners
Virginia
$7.42K +$7.25K +22 New
SWA
1523
SOA Wealth Advisors
New York
$7.38K -$989 -3 -12%
SIS
1524
Sound Income Strategies
Florida
$7.37K -$659 -2 -8%
APW
1525
Acima Private Wealth
Virginia
$7.37K