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Name Holding Trade Value Shares
Change
Change in
Stake
RA
2076
Resolute Advisors
California
$25K -$2.76K -12 -9%
HWMA
2077
Heritage Wealth Management (Arizona)
Arizona
$25K -$2.07K -9 -7%
MWC
2078
MBM Wealth Consultants
Missouri
$24K
RTC
2079
Riverview Trust Company
Washington
$23K
RCM
2080
Regency Capital Management
Hawaii
$23K +$1.15K +5 +5%
BMD
2081
Better Money Decisions
New Mexico
$22K -$1.38K -6 -5%
PGAM
2082
Princeton Global Asset Management
New Jersey
$21K -$3.45K -15 -13%
DRS
2083
Deane Retirement Strategies
Louisiana
$21K
BA
2084
Bellwether Advisors
Nebraska
$20K +$4.37K +19 +24%
UFF
2085
USA Financial Formulas
Michigan
$20K +$21.2K +92 New
KFS
2086
Kelly Financial Services
Massachusetts
$19.5K -$5.31M -23,054 -100%
CPFP
2087
Clear Perspectives Financial Planning
Ohio
$19K
EWA
2088
Evolution Wealth Advisors
Florida
$19K
FCM
2089
Firestone Capital Management
Florida
$19K
JAM
2090
JCIC Asset Management
Ontario, Canada
$19K
LWP
2091
Lumature Wealth Partners
Georgia
$17K -$21.6K -94 -54%
PCFFS
2092
Pacific Center for Financial Services
California
$17K
CMA
2093
Cedar Mountain Advisors
Oregon
$17K +$6.21K +27 +52%
JPLA
2094
Joseph P. Lucia & Associates
New York
$16K
SPWG
2095
Sage Private Wealth Group
Illinois
$15K
RDFA
2096
Ritter Daniher Financial Advisory
Ohio
$15K +$230 +1 +1%
MS
2097
Mizuho Securities
Japan
$14K +$9.21K +40 +154%
LS
2098
Leelyn Smith
Illinois
$13K
HF
2099
Halpern Financial
Virginia
$11.9K
LWA
2100
Lowe Wealth Advisors
Maryland
$11K