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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2101
Costello Asset Management
Pennsylvania
$62K
AFS
2102
Annapolis Financial Services
Maryland
$61K
DWMG
2103
DB Wealth Management Group
California
$61K
KC
2104
Knuff & Co
California
$61K
CWM
2105
Cranbrook Wealth Management
Michigan
$60K -$16.7K -68 -22%
SWM
2106
Sugarloaf Wealth Management
Georgia
$59K +$10.8K +44 +22%
APP
2107
Alpha Paradigm Partners
Illinois
$58K +$58.1K +236 New
HIM
2108
Hillsdale Investment Management
Ontario, Canada
$57K
IWP
2109
IAG Wealth Partners
Wisconsin
$56K +$492 +2 +0.9%
CA
2110
Crewe Advisors
Utah
$54K
WP
2111
WealthShield Partners
North Carolina
$51K -$297K -1,209 -85%
PWMG
2112
Prestige Wealth Management Group
New Jersey
$50K -$37.4K -152 -42%
CFN
2113
Cordasco Financial Network
Florida
$50K
FWM
2114
Focused Wealth Management
New York
$49K -$24.6K -100 -33%
M1FG
2115
Mach-1 Financial Group
Arkansas
$49K
MWA
2116
Moser Wealth Advisors
Washington
$49K
PCH
2117
PGIM Custom Harvest
New Jersey
$49K
EP
2118
Elkhorn Partners
Nebraska
$49K +$36.9K +150 +300%
BFG
2119
Baron Financial Group
New Jersey
$48.8K
LAS
2120
Lloyd Advisory Services
Georgia
$48K +$492 +2 +1%
TAM
2121
Tucker Asset Management
Colorado
$45.8K +$6.89K +28 +18%
1IA
2122
1834 Investment Advisors
Wisconsin
$45K
LWP
2123
Lumature Wealth Partners
Georgia
$43K +$19.4K +79 +82%
SB
2124
Strategic Blueprint
Georgia
$43K +$43.5K +177 New
TI
2125
tru Independence
Oregon
$39K -$509K -2,071 -93%