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Name Holding Trade Value Shares
Change
Change in
Stake
LB
2151
Legacy Bridge
Iowa
$53.5K
MWM
2152
Mascoma Wealth Management
New Hampshire
$52.5K -$13.1K -41 -21%
FP
2153
Financial Perspectives
Minnesota
$50.8K -$3.52K -11 -7%
RFG
2154
RFP Financial Group
Georgia
$50.5K +$48K +150 New
MSCM
2155
McElhenny Sheffield Capital Management
Texas
$50K +$90.5K +283 New
Q
2156
QVR
California
$49.8K -$659K -2,062 -93%
DAC
2157
Dividend Assets Capital
South Carolina
$49K
BHWM
2158
Beaird Harris Wealth Management
Texas
$48.8K +$46.4K +145 New
MAWCM
2159
Mine & Arao Wealth Creation & Management
California
$48.1K -$28.8K -90 -39%
CAC
2160
Core Alternative Capital
Georgia
$47.8K -$33.3K -104 -42%
KFI
2161
Key Financial Inc
Pennsylvania
$46.2K
MPCL
2162
My Personal CFO LLC
Washington
$45.4K +$43.2K +135 New
CPG
2163
Cornerstone Planning Group
New Jersey
$44.2K +$41.3K +129 New
SIS
2164
Sound Income Strategies
Florida
$43.1K
OLVIG
2165
Oliver Lagore Vanvalin Investment Group
Michigan
$42.1K +$4.48K +14 +13%
FCB
2166
First Command Bank
Texas
$42K
FCFS
2167
First Command Financial Services
Texas
$42K
IFAM
2168
Institutional & Family Asset Management
Colorado
$41.1K -$9.6K -30 -20%
ORAM
2169
One River Asset Management
Connecticut
$40.8K +$38.7K +121 New
EA
2170
Evolution Advisers
Virginia
$40K
MUMSS
2171
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40K
HDIM
2172
Hanson & Doremus Investment Management
Vermont
$40K +$2.88K +9 +8%
HGERS
2173
Householder Group Estate & Retirement Specialist
Arizona
$39K -$23K -72 -38%
FCG
2174
Financial Connections Group
California
$38K
TSWM
2175
Tyler-Stone Wealth Management
Ohio
$37K -$3.52K -11 -9%