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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
501
Atlantic Edge Private Wealth Management
Florida
$26.8K
KLWA
502
Kelly Lawrence W & Associates
California
$26.8K +$24.4K +500 New
DMBA
503
Deseret Mutual Benefit Administrators
Utah
$26.5K -$5.41K -111 -18%
EWA
504
EverSource Wealth Advisors
Alabama
$23.1K +$3.12K +64 +16%
NSIM
505
North Star Investment Management
Illinois
$22.4K +$98 +2 +0.5%
SIS
506
Sound Income Strategies
Florida
$22.2K +$146 +3 +0.7%
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$21.8K +$6.44K +132 +48%
BWP
508
Baldwin Wealth Partners
Massachusetts
$21.5K
SWM
509
Sugarloaf Wealth Management
Georgia
$21.4K
W
510
WealthCollab
Washington
$19.9K -$11.1K -227 -38%
TPCW
511
TD Private Client Wealth
New York
$17K -$878 -18 -5%
RWPA
512
Richard W. Paul & Associates
Michigan
$16.6K
HWA
513
Heritage Wealth Advisors
Virginia
$16.3K
CPG
514
Custom Portfolio Group
Colorado
$15.9K -$14.5K -297 -50%
BIA
515
Bell Investment Advisors
California
$15.9K -$536 -11 -4%
NCM
516
Northwest Capital Management
Oregon
$15.6K
CTWM
517
Cherry Tree Wealth Management
Minnesota
$15.2K
MCM
518
Manchester Capital Management
Vermont
$13.1K +$3.46K +71 +41%
Loomis, Sayles & Company
519
Loomis, Sayles & Company
Massachusetts
$13K -$10K -206 -45%
EC
520
EntryPoint Capital
New York
$12.6K +$11.5K +235 New
HCM
521
Hollencrest Capital Management
California
$12.4K +$98 +2 +0.9%
JWA
522
JFS Wealth Advisors
Pennsylvania
$12.2K
CMP
523
Coston McIsaac & Partners
Maine
$12K
SWA
524
SOA Wealth Advisors
New York
$11.9K
PO
525
Private Ocean
California
$11.2K