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Name Holding Trade Value Shares
Change
Change in
Stake
HI
3001
Hudock Inc
Pennsylvania
$8.71M -$142K -602 -2%
AWM
3002
Ameliora Wealth Management
Switzerland
$8.71M +$1.14M +4,844 +16%
JF
3003
Jump Financial
Illinois
$8.7M +$3.96M +16,798 +94%
SIC
3004
Shoker Investment Counsel
Ohio
$8.7M +$35.1K +149 +0.4%
CCM
3005
Colorado Capital Management
Colorado
$8.69M -$205K -871 -2%
NF
3006
NavPoint Financial
Minnesota
$8.68M +$101K +427 +1%
AWM
3007
Abound Wealth Management
Tennessee
$8.65M -$30.2K -128 -0.4%
GWM
3008
Gitterman Wealth Management
New Jersey
$8.64M +$8.48K +36 +0.1%
MWA
3009
MFA Wealth Advisors
Pennsylvania
$8.62M +$386K +1,637 +5%
PAWA
3010
Palo Alto Wealth Advisors
California
$8.62M +$65K +276 +0.8%
MCM
3011
Monument Capital Management
Virginia
$8.61M +$810K +3,437 +11%
SFWA
3012
Summit Financial Wealth Advisors
Louisiana
$8.6M +$148K +630 +2%
BDF
3013
Black Diamond Financial
Maryland
$8.59M +$1.03M +4,362 +15%
LF
3014
LifeSteps Financial
California
$8.58M +$307K +1,301 +4%
VWM
3015
Vigilare Wealth Management
Arizona
$8.58M -$748K -3,172 -8%
FIM
3016
Fruth Investment Management
Texas
$8.56M -$19.1K -81 -0.2%
YWS
3017
Yarger Wealth Strategies
Ohio
$8.55M -$293K -1,244 -4%
WWP
3018
WR Wealth Planners
Missouri
$8.55M -$421K -1,787 -5%
SAMT
3019
Select Asset Management & Trust
Pennsylvania
$8.55M +$3.51M +14,900 +77%
IP
3020
Investment Partners
Ohio
$8.54M +$29.2K +124 +0.4%
ITC
3021
Inspire Trust Company
Nevada
$8.54M -$835K -3,542 -9%
BWM
3022
BCS Wealth Management
Tennessee
$8.54M +$2.65M +11,255 +49%
PSP
3023
Pacific Sage Partners
Washington
$8.54M +$318K +1,351 +4%
ACM
3024
Allred Capital Management
Texas
$8.52M -$58K -246 -0.7%
MAC
3025
Mason & Associates (California)
California
$8.52M +$91.7K +389 +1%