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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2626
Abound Wealth Management
Tennessee
$67.4K +$51 +2 +0.1%
SFG
2627
Strive Financial Group
Indiana
$65.6K +$66.8K +2,640 New
JAM
2628
JCIC Asset Management
Ontario, Canada
$64.8K +$5.06K +200 +8%
BFS
2629
Beacon Financial Strategies
North Carolina
$64.6K +$65.8K +2,601 New
EWP
2630
Elevation Wealth Partners
California
$64.2K +$4.38K +173 +7%
BW
2631
Basepoint Wealth
Iowa
$63.3K +$64.5K +2,547 New
RMC
2632
Resources Management Corp
Connecticut
$63K -$2.89K -114 -4%
FIM
2633
FWL Investment Management
Texas
$62.5K +$16.2K +641 +34%
SC
2634
Stephens Consulting
Michigan
$62.1K +$177 +7 +0.3%
VWA
2635
VSM Wealth Advisory
Maryland
$62K
WPA
2636
Wealth Preservation Advisors
Tennessee
$61K +$2.81K +111 +5%
MWM
2637
Mascoma Wealth Management
New Hampshire
$60.5K -$21.5K -851 -26%
MCA
2638
Maryland Capital Advisors
Maryland
$60K
FCT
2639
First Community Trust
Iowa
$59.9K
PIS
2640
POM Investment Strategies
North Carolina
$59.1K +$30.3K +1,195 +101%
CJ
2641
Caitlin John
Michigan
$59K -$30.6K -1,209 -34%
MFC
2642
Mechanics Financial Corp
Ohio
$58.5K +$59.6K +2,355 New
SA
2643
Seneschal Advisors
Washington
$57.8K +$177 +7 +0.3%
GCM
2644
Gunpowder Capital Management
Maryland
$56.6K +$57.7K +2,280 New
GWSG
2645
GPS Wealth Strategies Group
Colorado
$55K -$199K -7,866 -78%
IAS
2646
IMA Advisory Services
Colorado
$55K +$6.18K +244 +12%
ORAM
2647
One River Asset Management
Connecticut
$52.1K +$53.1K +2,097 New
BTD
2648
BankPlus Trust Department
Mississippi
$52.1K
BAM
2649
Bellevue Asset Management
Washington
$51.7K +$101 +4 +0.2%
VR
2650
Vision Retirement
New Jersey
$51.5K +$52.5K +2,073 New