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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
2101
Global Financial Private Client
Florida
$94.9K
AWM
2102
Accel Wealth Management
Iowa
$91K -$5.01K -21 -5%
BAMG
2103
Brand Asset Management Group
Missouri
$91K +$25.1K +105 +40%
LD
2104
Lipe & Dalton
New York
$90K
PB
2105
Pinnacle Bancorp
Nebraska
$89K
PWMG
2106
Prestige Wealth Management Group
New Jersey
$89K +$4.06K +17 +5%
OCM
2107
Orion Capital Management
California
$87K
SFP
2108
Sterling Financial Planning
New Jersey
$87K
HC
2109
Hoese & Co
Minnesota
$87K +$83.5K +350 New
CCA
2110
Catalyst Capital Advisors
New York
$85K -$16.2K -68 -17%
SLF
2111
Sun Life Financial
Ontario, Canada
$85K -$716 -3 -0.9%
CAGAS
2112
Capital Advisory Group Advisory Services
Minnesota
$84K -$124K -519 -61%
OSNBOA
2113
Old Second National Bank of Aurora
Illinois
$84K
TFGT
2114
TS Financial Group (TSFG)
Illinois
$83K +$6.68K +28 +9%
AIC
2115
Archer Investment Corporation
Indiana
$82.4K +$68.5K +287 +652%
FMTCOCP
2116
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K
FFA
2117
Freedman Financial Associates
Massachusetts
$81K
LWA
2118
Lenox Wealth Advisors
New York
$81K +$4.53K +19 +6%
Nisa Investment Advisors
2119
Nisa Investment Advisors
Missouri
$80.1K -$1.18M -4,948 -2%
POIA
2120
Pin Oak Investment Advisors
Texas
$80K -$20.3K -85 -21%
AW
2121
Avion Wealth
Texas
$80K
FWM
2122
Filbrandt Wealth Management
Wisconsin
$78K +$3.1K +13 +4%
CWM
2123
Cranbrook Wealth Management
Michigan
$78K +$16.2K +68 +28%
FWM
2124
Focused Wealth Management
New York
$75K
TIM
2125
Tortoise Investment Management
New York
$75K