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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2501
Lakeridge Wealth Management
Ohio
$204K +$193K +707 New
IPAM
2502
Investment Partners Asset Management
New Jersey
$202K +$191K +702 New
MIOT
2503
Massachusetts Institute of Technology
Massachusetts
$202K +$191K +700 New
NWA
2504
New World Advisors
Massachusetts
$202K +$191K +700 New
WAM
2505
WealthTrust Asset Management
Florida
$202K +$191K +700 New
WRM
2506
Weybosset Research & Management
Rhode Island
$202K +$191K +700 New
HPM
2507
Hoxton Planning & Management
West Virginia
$201K +$190K +699 New
TWM
2508
TriaGen Wealth Management
California
$201K -$27.2K -100 -13%
CWM
2509
Concentrum Wealth Management
California
$201K +$190K +697 New
TW
2510
Traveka Wealth
California
$201K +$190K +697 New
WMA
2511
Wealth Management Associates
New Jersey
$201K +$190K +697 New
SCA
2512
Southern Capital Advisors
Tennessee
$201K +$190K +696 New
MCA
2513
Maryland Capital Advisors
Maryland
$200K
AIFAIM
2514
American Institute for Advanced Investment Management
Arizona
$200K -$31.3K -115 -14%
BWM
2515
BCS Wealth Management
Tennessee
$200K +$189K +693 New
PCWA
2516
Pacific Capital Wealth Advisors
California
$198K +$187K +687 New
MBFW
2517
Morton Brown Family Wealth
Pennsylvania
$197K +$545 +2 +0.3%
BC
2518
Belmont Capital
California
$192K
SWA
2519
SOA Wealth Advisors
New York
$191K +$272 +1 +0.2%
A
2520
AJOVista
Massachusetts
$190K +$180K +659 New
IGWM
2521
ICA Group Wealth Management
Colorado
$188K +$178K +654 New
SL
2522
Salomon & Ludwin
Virginia
$188K
HFS
2523
HBC Financial Services
Washington
$186K
PCMC
2524
Planning Capital Management Corporation
Pennsylvania
$181K +$171K +628 New
MFA
2525
McClarren Financial Advisors
Pennsylvania
$179K +$1.36K +5 +0.8%