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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1601
True Wealth Design
Ohio
$52.1K -$6.95K -46 -11%
MHR
1602
Matthew Hamilton Rosenberg
$50.9K -$7.25K -48 -12%
BDL
1603
Banque de Luxembourg
Luxembourg
$50.6K -$86.6K -573 -62%
PFSC
1604
Peoples Financial Services Corp
Pennsylvania
$50.3K -$2.87K -19 -5%
GKIM
1605
GW&K Investment Management
Massachusetts
$48K +$5.14K +34 +12%
CA
1606
Centerpoint Advisors
Massachusetts
$47K – – –
MIFH
1607
Migdal Insurance & Financial Holdings
Israel
$46K +$47.9K +317 New
NEWAS
1608
N.E.W. Advisory Services
Wisconsin
$46K -$5.59K -37 -11%
SC
1609
SouthState Corp
Florida
$45.9K -$8.46K -56 -15%
SN
1610
Sittner & Nelson
Oregon
$45.4K – – –
API
1611
Asset Planning Inc
California
$44.7K +$302 +2 +0.7%
OPTFSNA
1612
Old Point Trust & Financial Services N A
Virginia
$43.9K -$2.42K -16 -5%
FFWM
1613
Future Financial Wealth Management
Ohio
$43.9K – – –
FWM
1614
FSA Wealth Management
Massachusetts
$43.8K – – –
MWA
1615
Medallion Wealth Advisors
Connecticut
$43.2K – – –
TCM
1616
TruNorth Capital Management
Michigan
$42.4K +$43.8K +290 New
PWMG
1617
Prestige Wealth Management Group
New Jersey
$41.6K -$453 -3 -1%
SIC
1618
SJS Investment Consulting
Ohio
$39.9K +$38.8K +257 +1,606%
VWM
1619
Valley Wealth Managers
New Jersey
$39.5K – – –
FC
1620
Financial Consulate
Maryland
$39.4K +$40.7K +269 New
SIS
1621
Sound Income Strategies
Florida
$38K -$25.2K -167 -39%
MMCM
1622
Murphy & Mullick Capital Management
New York
$37.9K – – –
PMFA
1623
Plante Moran Financial Advisors
Michigan
$36.6K -$13.9K -92 -27%
HIW
1624
Holos Integrated Wealth
Pennsylvania
$36.3K – – –
OP
1625
ORG Partners
Indiana
$34.7K +$756 +5 +2%