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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1726
Mowery & Schoenfeld Wealth Management
Illinois
$28.1K – – –
UFPG
1727
United Financial Planning Group
New York
$28.1K – – –
AWM
1728
Abound Wealth Management
Tennessee
$26.9K -$16.5K -34 -45%
CC
1729
Corsicana & Co
Texas
$25.5K +$19.4K +40 New
CCMI
1730
Creative Capital Management Investments
California
$24.9K +$19K +39 New
IAS
1731
IMA Advisory Services
Colorado
$24.3K +$7.29K +15 +65%
AP
1732
Aspect Partners
Virginia
$23.6K -$10.7K -22 -37%
HNW
1733
High Note Wealth
Minnesota
$23.6K +$972 +2 +6%
AFA
1734
Alpha Financial Advisors
North Carolina
$23.6K +$18K +37 New
FIM
1735
FWL Investment Management
Texas
$23.6K +$18K +37 New
MI
1736
Markowski Investments
Florida
$23.6K +$18K +37 New
MNA
1737
Manning & Napier Advisors
New York
$22.8K +$17K +35 New
AEPWM
1738
Atlantic Edge Private Wealth Management
Florida
$22.4K – – –
CSB
1739
City State Bank
Iowa
$22.4K – – –
SGK
1740
Steigerwald Gordon & Koch
Virginia
$22.4K – – –
AP
1741
Atwood & Palmer
Missouri
$21.7K +$8.75K +18 +113%
PB
1742
Pinnacle Bancorp
Nebraska
$21.7K -$18K -37 -52%
PMFA
1743
Plante Moran Financial Advisors
Michigan
$21.7K +$486 +1 +3%
WA
1744
Whipplewood Advisors
Colorado
$21.1K -$236K -486 -94%
BW
1745
Bravera Wealth
North Dakota
$21.1K – – –
HIA
1746
HFM Investment Advisors
New Jersey
$20.4K +$7.78K +16 +100%
CAL
1747
Capital Advisors Ltd
Ohio
$20K +$972 +2 +7%
ORAM
1748
One River Asset Management
Connecticut
$19.2K +$14.6K +30 New
PNC
1749
Point Nemo Capital
Texas
$19.2K +$14.6K +30 New
BC
1750
Barrett & Company
Rhode Island
$18.5K – – –
68 69
70
71 72