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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1826
Dougherty Wealth Advisers
Minnesota
$28K
GC
1827
Gould Capital
Washington
$28K
SWM
1828
Selective Wealth Management
Virginia
$28K
TC
1829
Trust Company
Kansas
$28K
CWA
1830
Clearview Wealth Advisors
Oregon
$27K -$4.79K -25 -12%
IHWM
1831
Iron Horse Wealth Management
Iowa
$26K -$3.45K -18 -9%
KFI
1832
Key Financial Inc
Pennsylvania
$26K
MWM
1833
Mascoma Wealth Management
New Hampshire
$26K
OA
1834
Operose Advisors
Wisconsin
$26K
RDIA
1835
RE Dickinson Investment Advisors
Iowa
$26K
AW
1836
Avion Wealth
Texas
$26K +$5.94K +31 +21%
APC
1837
Aspire Private Capital
North Carolina
$24K -$609K -3,177 -95%
Loomis, Sayles & Company
1838
Loomis, Sayles & Company
Massachusetts
$24K -$9.2K -48 -22%
MCM
1839
MV Capital Management
Maryland
$24K -$4.22K -22 -11%
VCM
1840
Versant Capital Management
Arizona
$24K
DCM
1841
Disciplina Capital Management
Tennessee
$23.8K +$192 +1 +0.6%
KFS
1842
Kelly Financial Services
Massachusetts
$23.4K
WBC
1843
West Branch Capital
Massachusetts
$23K
WA
1844
Win Advisors
Florida
$23K +$10.2K +53 +50%
NWM
1845
Navigation Wealth Management
Colorado
$22K
VNA
1846
Valley National Advisers
Pennsylvania
$22K +$25.9K +135 +964%
HF
1847
Halpern Financial
Virginia
$21.1K +$9.01K +47 +46%
LFA
1848
Level Financial Advisors
New York
$21K
AF
1849
Arrow Financial
New York
$21K +$15.3K +80 +121%
BHWM
1850
Beaird Harris Wealth Management
Texas
$21K +$18.2K +95 +179%