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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3101
Mascoma Wealth Management
New Hampshire
$73K +$2.67K +21 +4%
RA
3102
Rational Advisors
New York
$71.4K +$7.26K +57 +11%
RBC
3103
Roble Belko & Company
Pennsylvania
$69K – – –
CPG
3104
Cornerstone Planning Group
New Jersey
$68.7K -$183K -1,437 -69%
OW
3105
Olistico Wealth
Oklahoma
$67.2K +$68.3K +536 New
TLA
3106
Tanglewood Legacy Advisors
Texas
$66.8K – – –
UCB
3107
United Community Bank
South Carolina
$65.4K – – –
AFC
3108
Ares Financial Consulting
California
$63.8K +$64.8K +509 New
CFS
3109
CGC Financial Services
Oregon
$63.5K – – –
SIS
3110
Strategic Investment Solutions
Illinois
$62.9K +$382 +3 +0.6%
CH
3111
Canton Hathaway
Rhode Island
$62.6K -$3.06K -24 -5%
NRWA
3112
North Ridge Wealth Advisors
Oregon
$62.6K – – –
MSWA
3113
Marshall & Sterling Wealth Advisors
New York
$62.4K +$36.7K +288 +137%
PP
3114
Paladin Partners
Wisconsin
$61.4K +$62.4K +490 New
AWM
3115
Activest Wealth Management
Florida
$61.3K -$127 -1 -0.2%
QWM
3116
Quaker Wealth Management
New Jersey
$60.7K +$2.67K +21 +5%
NECFA
3117
New England Capital Financial Advisors
Connecticut
$57.8K – – –
CWP
3118
Clark Wealth Partners
Illinois
$55.8K – – –
WA
3119
WPG Advisers
Maryland
$55.6K -$17.8K -140 -24%
DCM
3120
Davis Capital Management
Florida
$55.6K -$127 -1 -0.2%
LAS
3121
Lloyd Advisory Services
Georgia
$55.2K +$56.2K +441 New
CIAS
3122
CBIZ Investment Advisory Services
Ohio
$55K -$9.04K -71 -14%
HC
3123
Hurley Capital
New York
$55K -$1.02K -8 -2%
PWMG
3124
Private Wealth Management Group
New Jersey
$54.8K +$2.42K +19 +5%
GWSA
3125
Global Wealth Strategies & Associates
Colorado
$53.4K +$34.8K +273 +178%