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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1626
Raffa Wealth Management
District of Columbia
$13.1K
AW
1627
Avion Wealth
Texas
$12K -$6.6K -92 -39%
WIA
1628
Wetzel Investment Advisors
Indiana
$11.9K
MSFP
1629
Mark Sheptoff Financial Planning
Connecticut
$11.5K
FSWA
1630
Financial Synergies Wealth Advisors
Texas
$11.5K +$1.08K +15 +11%
TIM
1631
Thompson Investment Management
Wisconsin
$11.5K
T
1632
Tidemark
California
$11.1K +$933 +13 +10%
RF
1633
Robinswood Financial
Washington
$10.7K
BHWM
1634
Beaird Harris Wealth Management
Texas
$10.6K
CAM
1635
Creekmur Asset Management
Illinois
$9.7K +$9.04K +126 New
HGERS
1636
Householder Group Estate & Retirement Specialist
Arizona
$9.62K -$7.18K -100 -44%
GJIA
1637
Glass Jacobson Investment Advisors
Maryland
$9.62K
KA
1638
Kozak & Associates
Colorado
$9.45K +$3.09K +43 +43%
GGI
1639
Godsey & Gibb Inc
Virginia
$9.24K +$8.61K +120 New
SJIM
1640
St. Johns Investment Management
Florida
$8.85K +$8.26K +115 New
GIA
1641
GHP Investment Advisors
Colorado
$8.47K
PWMG
1642
Prestige Wealth Management Group
New Jersey
$8.47K +$7.9K +110 New
RWA
1643
Redmont Wealth Advisors
Illinois
$8.47K +$7.9K +110 New
AA
1644
AlphaMark Advisors
Kentucky
$8K
GEA
1645
Glen Eagle Advisors
New Jersey
$7.7K
IRC
1646
Investors Research Corp
Georgia
$7.7K
ICM
1647
Islay Capital Management
Texas
$7.7K
PCTC
1648
Perkins Coie Trust Company
Washington
$7.7K
NMM
1649
Naples Money Management
Florida
$7.7K +$3.59K +50 +100%
EFP
1650
EnRich Financial Partners
Wisconsin
$7.7K +$7.18K +100 New