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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2276
Bellevue Asset Management
Washington
$63.4K
HWM
2277
HighMark Wealth Management
Minnesota
$63.1K +$10.1K +506 +21%
PIS
2278
POM Investment Strategies
North Carolina
$62.8K +$159 +8 +0.3%
KFP
2279
Keener Financial Planning
Texas
$62K
CA
2280
Centerpoint Advisors
Massachusetts
$62K +$40 +2 +0.1%
HCA
2281
Harbor Capital Advisors
Illinois
$62K +$56.5K +2,838 New
RTL
2282
Red Tortoise LLC
Georgia
$61.2K -$15.5K -780 -22%
PP
2283
PrairieView Partners
Minnesota
$61K -$144K -7,250 -72%
LFA
2284
LGT Financial Advisors
Texas
$60.6K -$71K -3,569 -56%
HF
2285
Halpern Financial
Virginia
$60.5K
IHWM
2286
Iron Horse Wealth Management
Iowa
$60.2K +$1.89K +95 +4%
C
2287
Covestor
United Kingdom
$59K -$97.2K -4,883 -64%
MCI
2288
MRP Capital Investments
Georgia
$58.2K +$52.7K +2,646 New
WPA
2289
West Paces Advisors
Georgia
$58K -$24.4K -1,227 -32%
DF
2290
Dunhill Financial
United Kingdom
$56.1K -$239K -11,998 -82%
MCA
2291
Maryland Capital Advisors
Maryland
$53.1K
FCT
2292
First Community Trust
Iowa
$53K
LOIM
2293
Liberty One Investment Management
Illinois
$52.6K +$438 +22 +0.9%
EBA
2294
Eagle Bay Advisors
New York
$51.9K -$478 -24 -1%
VWA
2295
Valued Wealth Advisors
Utah
$51.9K +$13.9K +701 +42%
AWM
2296
Abound Wealth Management
Tennessee
$51.8K +$25.2K +1,266 +116%
SC
2297
Stephens Consulting
Michigan
$51.2K
BBPWM
2298
Blue Bell Private Wealth Management
Pennsylvania
$45.2K -$478 -24 -1%
RAM
2299
Ramirez Asset Management
New York
$44K
EWP
2300
Elevation Wealth Partners
California
$43.5K +$23.2K +1,166 +144%