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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2451
Abound Wealth Management
Tennessee
$89K +$1.28K +38 +1%
LWA
2452
Lowe Wealth Advisors
Maryland
$89K -$2.7K -80 -3%
C
2453
Covestor
United Kingdom
$88K +$6.89K +204 +8%
SIC
2454
SJS Investment Consulting
Ohio
$85.1K +$19.4K +573 +28%
CPG
2455
Cornerstone Planning Group
New Jersey
$84.1K -$36.6K -1,082 -29%
WWP
2456
WR Wealth Planners
Missouri
$84.1K -$17.3K -511 -16%
CAL
2457
Capital Advisors Ltd
Ohio
$84K -$1.42K -42 -2%
POIA
2458
Pin Oak Investment Advisors
Texas
$81K -$20.3K -600 -19%
HCM
2459
Horrell Capital Management
Arkansas
$81K +$84.5K +2,500 New
AP
2460
Atwood & Palmer
Missouri
$80K – – –
TCM
2461
TD Capital Management
Tennessee
$76.6K +$1.01K +30 +1%
GWMI
2462
Guardian Wealth Management (Illinois)
Illinois
$76.4K -$1.42K -42 -2%
SR
2463
Syntax Research
Florida
$75.3K +$78.5K +2,323 New
BSC
2464
Brown Shipley & Co
United Kingdom
$73.7K +$42.6K +1,260 +124%
LF
2465
Lee Financial
Texas
$73.7K +$6.93K +205 +10%
CCMW
2466
Cypress Capital Management (Wyoming)
Wyoming
$73.6K +$101 +3 +0.1%
KSWA
2467
Kathleen S. Wright Associates
Pennsylvania
$71.3K +$74.3K +2,200 New
IWMWV
2468
Ironwood Wealth Management (West Virginia)
West Virginia
$68.8K – – –
AWA
2469
Authentikos Wealth Advisory
California
$68K +$70.9K +2,097 New
TC
2470
Tacita Capital
Ontario, Canada
$66.9K +$69.8K +2,065 New
NOI
2471
Newton One Investments
Delaware
$65.9K +$710 +21 +1%
Legacy Financial Group (Iowa)
2472
Legacy Financial Group (Iowa)
Iowa
$65.8K +$68.6K +2,029 New
PWMA
2473
Pension & Wealth Management Advisors
Massachusetts
$64.1K -$124K -3,669 -65%
CTB
2474
Country Trust Bank
Illinois
$63.2K +$1.22K +36 +2%
GKIM
2475
GW&K Investment Management
Massachusetts
$63K +$17K +504 +35%