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Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
2651
Pension & Wealth Management Advisors
Massachusetts
$51.1K +$25.4K +1,002 +95%
FA
2652
Fountainhead AM
New Jersey
$50.4K -$257K -10,144 -83%
MLA
2653
MB, Levis & Associates
Pennsylvania
$49.9K +$101 +4 +0.2%
HHGA
2654
Halbert Hargrove Global Advisors
California
$49.7K -$14.3K -565 -22%
NRWA
2655
North Ridge Wealth Advisors
Oregon
$49.7K
TC
2656
Tacita Capital
Ontario, Canada
$48.7K
CFO
2657
Capitol Family Office
Oregon
$47.5K
MSWM
2658
Mowery & Schoenfeld Wealth Management
Illinois
$47.5K +$21.3K +841 +79%
PWM
2659
Peck Wealth Management
New York
$47K
DIP
2660
DT Investment Partners
Pennsylvania
$46.9K
HIW
2661
Holos Integrated Wealth
Pennsylvania
$46.9K
1M
2662
1248 Management
Missouri
$43.7K
NRG
2663
Nemes Rush Group
Michigan
$43.6K +$5.85K +231 +15%
RF
2664
Roxbury Financial
New Jersey
$43.2K +$380 +15 +0.9%
CAM
2665
Close Asset Management
United Kingdom
$43K
FS
2666
Financially Speaking
Colorado
$43K
LFASL
2667
Lugano Financial Advisors SA (LFA)
Switzerland
$42.8K
SWA
2668
Strategic Wealth Advisors
Arizona
$42K +$43.5K +1,717 New
WA
2669
Whipplewood Advisors
Colorado
$42K
Loomis, Sayles & Company
2670
Loomis, Sayles & Company
Massachusetts
$41.7K -$1.54K -61 -4%
PG
2671
Proffitt & Goodson
Tennessee
$41.2K -$32.8K -1,296 -44%
SRCM
2672
Signature Resources Capital Management
California
$41.2K +$2K +79 +5%
AW
2673
Avion Wealth
Texas
$41K -$2.76K -109 -6%
LFA
2674
LGT Financial Advisors
Texas
$40K -$31.3K -1,237 -43%
HI
2675
Hoey Investments
Pennsylvania
$38.5K -$24.1K -950 -38%