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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
3101
Delos Wealth Advisors
Texas
$32K +$31K +235 New
ACM
3102
Anfield Capital Management
California
$31.6K +$13.7K +104 +81%
EPW
3103
Evergreen Private Wealth
Colorado
$31.1K +$3.69K +28 +14%
TPW
3104
Talon Private Wealth
Florida
$30.7K +$29.8K +226 New
CAM
3105
Clarity Asset Management
Iowa
$30K -$1.85K -14 -6%
RPA
3106
Redwood Park Advisors
California
$29.9K
MSWA
3107
Marshall & Sterling Wealth Advisors
New York
$28.5K +$132 +1 +0.5%
SC
3108
Swan Capital
Florida
$28.3K +$2.64K +20 +11%
CMA
3109
Cedar Mountain Advisors
Oregon
$27.4K +$132 +1 +0.5%
FW
3110
Fairway Wealth
Ohio
$26.8K
HNW
3111
High Note Wealth
Minnesota
$26.5K
YDMI
3112
Y.D. More Investments
Israel
$25.9K -$29.4K -223 -54%
IWM
3113
IMG Wealth Management
Florida
$25.7K +$22K +167 +759%
LWA
3114
Lowe Wealth Advisors
Maryland
$25.4K
KG
3115
Kilter Group
New York
$23.1K +$22.4K +170 New
MAM
3116
Marquette Asset Management
Minnesota
$22K
DWM
3117
Darwin Wealth Management
Florida
$21.8K -$15.2K -115 -42%
LIM
3118
Lagoda Investment Management
New York
$21.8K
FGC
3119
Financial Gravity Companies
Texas
$21.8K +$21.1K +160 New
RF
3120
Robinswood Financial
Washington
$21.4K
DPW
3121
DiNuzzo Private Wealth
Pennsylvania
$21.1K -$132 -1 -0.6%
RFA
3122
Reyes Financial Architecture
California
$20.4K
CWM
3123
Cedar Wealth Management
California
$20.1K
HFS
3124
Hughes Financial Services
Virginia
$19.5K -$7.52K -57 -28%
PCM
3125
Penserra Capital Management
California
$19K -$790K -5,988 -98%