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Name Holding Trade Value Shares
Change
Change in
Stake
NC
2501
North Capital
Utah
$65.4K -$10.4K -27 -14%
BA
2502
Bellwether Advisors
Nebraska
$65K – – –
GSWM
2503
Golden State Wealth Management
California
$64.6K +$771 +2 +1%
BTC
2504
Bank & Trust Company
Illinois
$63.4K -$5.01K -13 -7%
LP
2505
LMR Partners
United Kingdom
$63.4K +$63.2K +164 New
HNW
2506
High Note Wealth
Minnesota
$62.7K -$5.78K -15 -8%
BC
2507
Broadwater Capital
Massachusetts
$62.7K – – –
FFC
2508
First Financial Corp
Indiana
$62.3K – – –
IHWM
2509
Iron Horse Wealth Management
Iowa
$61.9K +$38.1K +99 +162%
MSWM
2510
Mowery & Schoenfeld Wealth Management
Illinois
$61.5K -$385 -1 -0.6%
CSC
2511
Caldwell Sutter Capital
California
$61.1K – – –
GSIAS
2512
Garden State Investment Advisory Services
New Jersey
$60.7K +$60.5K +157 New
CFD
2513
Creative Financial Designs
Indiana
$60.4K -$385 -1 -0.6%
FWM
2514
FSA Wealth Management
Massachusetts
$60.4K – – –
CB
2515
Community Bank
New York
$59.6K – – –
SAM
2516
Sherman Asset Management
California
$59.2K – – –
AWM
2517
Ameliora Wealth Management
Switzerland
$58.8K -$65.5K -170 -53%
FFO
2518
Fortitude Family Office
Arizona
$58.8K -$13.5K -35 -19%
FP
2519
Financial Perspectives
Minnesota
$58.5K +$1.16K +3 +2%
FDW
2520
Fourth Dimension Wealth
Ohio
$58K – – –
CWP
2521
Concord Wealth Partners
Virginia
$57.3K +$10K +26 +21%
MA
2522
MCF Advisors
Kentucky
$55.7K -$27.4K -71 -33%
PCTC
2523
Perkins Coie Trust Company
Washington
$54.2K – – –
PP
2524
Pingora Partners
Wyoming
$54.2K +$7.71K +20 +17%
TFGT
2525
TS Financial Group (TSFG)
Illinois
$54K – – –