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Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
3401
Pension & Wealth Management Advisors
Massachusetts
$87.2K +$40.6K +100 +122%
BSB
3402
Bangor Savings Bank
Maine
$86.9K
WA
3403
Whipplewood Advisors
Colorado
$85K -$525K -1,295 -88%
TC
3404
Trust Company
Kansas
$83.6K +$39.8K +98 +127%
EWM
3405
Evolution Wealth Management
Florida
$82.1K +$32.1K +79 +85%
Q1WB
3406
Quest 10 Wealth Builders
Virginia
$81.2K
UFPG
3407
United Financial Planning Group
New York
$81.2K +$69K +170 New
WB
3408
Webster Bank
Connecticut
$80.7K +$54K +133 +369%
WCM
3409
Westend Capital Management
California
$78.8K +$15K +37 +29%
MPW
3410
MASECO Private Wealth
$78.6K +$39.8K +98 +146%
LFASL
3411
Lugano Financial Advisors SA (LFA)
Switzerland
$74K
PG
3412
Proffitt & Goodson
Tennessee
$73.5K
LC
3413
Luminist Capital
Michigan
$72.6K +$61.7K +152 New
PS
3414
Pinney & Scofield
Massachusetts
$71.6K
PP
3415
Paladin Partners
Wisconsin
$71.6K +$60.9K +150 New
RG
3416
RHL Group
Michigan
$67.9K +$27.6K +68 +92%
GCM
3417
Gunpowder Capital Management
Maryland
$67.8K -$125K -309 -69%
FUBT
3418
First United Bank & Trust
Maryland
$66.9K +$40.6K +100 +250%
FCMT
3419
Founders Capital Management (Texas)
Texas
$66.4K +$36.5K +90 +184%
BWM
3420
Benson Wealth Management
Tennessee
$65.4K +$2.03K +5 +4%
TTIC
3421
Tower Trust & Investment Company
Iowa
$64.5K +$2.03K +5 +4%
ABC
3422
Anchor Bay Capital
California
$64.2K +$62.1K +153 New
NWMP
3423
Noble Wealth Management PBC
Colorado
$64K
SC
3424
Steph & Co
Wisconsin
$64K
HFS
3425
Hughes Financial Services
Virginia
$64K +$3.25K +8 +6%