T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2626
Proathlete Wealth Management
Florida
$68.8K +$50.5K +1,994 +257%
TCM
2627
Tradewinds Capital Management
Washington
$68K -$15K -592 -18%
HWM
2628
HighMark Wealth Management
Minnesota
$67.5K +$1.49K +59 +2%
AWM
2629
Abound Wealth Management
Tennessee
$67.4K +$51 +2 +0.1%
SFG
2630
Strive Financial Group
Indiana
$65.6K +$66.8K +2,640 New
JAM
2631
JCIC Asset Management
Ontario, Canada
$64.8K +$5.06K +200 +8%
BFS
2632
Beacon Financial Strategies
North Carolina
$64.6K +$65.8K +2,601 New
EWP
2633
Elevation Wealth Partners
California
$64.2K +$4.38K +173 +7%
BW
2634
Basepoint Wealth
Iowa
$63.3K +$64.5K +2,547 New
RMC
2635
Resources Management Corp
Connecticut
$63K -$2.89K -114 -4%
FIM
2636
FWL Investment Management
Texas
$62.5K +$16.2K +641 +34%
SC
2637
Stephens Consulting
Michigan
$62.1K +$177 +7 +0.3%
VWA
2638
VSM Wealth Advisory
Maryland
$62K – – –
BIM
2639
Bullseye Investment Management
Ohio
$61.2K +$62.4K +2,464 New
WPA
2640
Wealth Preservation Advisors
Tennessee
$61K +$2.81K +111 +5%
MWM
2641
Mascoma Wealth Management
New Hampshire
$60.5K -$21.5K -851 -26%
MCA
2642
Maryland Capital Advisors
Maryland
$60K – – –
FCT
2643
First Community Trust
Iowa
$59.9K – – –
PIS
2644
POM Investment Strategies
North Carolina
$59.1K +$30.3K +1,195 +101%
CJ
2645
Caitlin John
Michigan
$59K -$30.6K -1,209 -34%
MFC
2646
Mechanics Financial Corp
Ohio
$58.5K +$59.6K +2,355 New
SA
2647
Seneschal Advisors
Washington
$57.8K +$177 +7 +0.3%
GCM
2648
Gunpowder Capital Management
Maryland
$56.6K +$57.7K +2,280 New
GWSG
2649
GPS Wealth Strategies Group
Colorado
$55K -$199K -7,866 -78%
IAS
2650
IMA Advisory Services
Colorado
$55K +$6.18K +244 +12%
104 105
106
107 108