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Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
2451
Clear Perspectives Financial Planning
Ohio
$25K
RAM
2452
Riggs Asset Management
Pennsylvania
$25K
MWA
2453
Miller Wealth Advisors
Colorado
$25K +$25.3K +1,353 New
Loomis, Sayles & Company
2454
Loomis, Sayles & Company
Massachusetts
$24K -$20.4K -1,091 -46%
FC
2455
Family CFO
California
$24K +$23.7K +1,267 New
CP
2456
Corbenic Partners
Pennsylvania
$23K
NOI
2457
Newton One Investments
Delaware
$23K
WPWM
2458
Western Pacific Wealth Management
Illinois
$23K +$23.4K +1,253 New
SCA
2459
Sandy Cove Advisors
Massachusetts
$23K +$23.4K +1,254 New
MAM
2460
McCarthy Asset Management
California
$22K -$206 -11 -0.9%
ACM
2461
AUA Capital Management
Pennsylvania
$22K
FCMA
2462
Foresight Capital Management Advisors
Michigan
$22K +$21.7K +1,161 New
HF
2463
Halpern Financial
Virginia
$21.9K
CCM
2464
Copeland Capital Management
Pennsylvania
$20K
SIA
2465
SkyView Investment Advisors
New Jersey
$20K +$19.9K +1,066 New
JRFS
2466
James Reed Financial Services
Ohio
$20K +$21K +1,124 New
IA
2467
IFS Advisors
Kansas
$20K +$21.1K +1,128 New
AW
2468
Alaethes Wealth
Nevada
$19K -$73.3K -3,923 -80%
LFA
2469
Level Financial Advisors
New York
$18K +$17.7K +948 New
MBFW
2470
Morton Brown Family Wealth
Pennsylvania
$18K +$17.7K +949 New
OA
2471
Operose Advisors
Wisconsin
$18K +$17.7K +949 New
RBC
2472
Roble Belko & Company
Pennsylvania
$17K -$8.04K -430 -31%
JEST
2473
JTC Employer Solutions Trustee
Jersey
$17K
OF
2474
Outfitter Financial
Maine
$17K +$17.3K +927 New
PAI
2475
Pittenger & Anderson Inc
Nebraska
$15K -$5.08K -272 -25%