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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1026
Financial Management Professionals
Texas
$147K +$3.4K +5 +3%
SW
1027
SteelPeak Wealth
California
$146K +$137K +202 New
TSWM
1028
Tyler-Stone Wealth Management
Ohio
$141K +$132K +194 New
CA
1029
Clearstead Advisors
Ohio
$139K -$680 -1 -0.5%
OIA
1030
Optimum Investment Advisors
Illinois
$138K -$3.4K -5 -3%
WTG
1031
West Tower Group
Virginia
$127K +$119K +175 New
HCM
1032
Hollencrest Capital Management
California
$123K +$53.7K +79 +87%
DSC
1033
Duncker Streett & Co
Missouri
$117K
WAS
1034
Winch Advisory Services
Wisconsin
$113K +$21.1K +31 +25%
CWC
1035
Carolinas Wealth Consulting
North Carolina
$103K -$29.2K -43 -23%
IGWM
1036
ICA Group Wealth Management
Colorado
$101K +$12.9K +19 +16%
BWA
1037
BDO Wealth Advisors
Florida
$98.6K +$54.4K +80 +143%
MCI
1038
MRP Capital Investments
Georgia
$97.8K +$91.8K +135 New
DZ Bank
1039
DZ Bank
Germany
$94.2K +$88.4K +130 New
AA
1040
Ancora Advisors
Ohio
$92.8K
PP
1041
Pacifica Partners
Canada
$89.5K +$85K +125 New
WTA
1042
Washington Trust Advisors
Massachusetts
$88.4K -$33.3K -49 -29%
TJHA
1043
Thomas J. Herzfeld Advisors
Florida
$86.2K +$15.6K +23 +24%
LTI
1044
Laffer Tengler Investments
Tennessee
$81.2K -$9.52K -14 -11%
SF
1045
Safeguard Financial
Wisconsin
$80K +$75.5K +111 New
BCMLT
1046
Beacon Capital Management LLC (Tennessee)
Tennessee
$79K +$40.1K +59 +118%
IBOK
1047
Independence Bank of Kentucky
Kentucky
$79K +$74.1K +109 New
TFA
1048
Toth Financial Advisory
Virginia
$77.5K +$1.36K +2 +2%
TCPG
1049
Trivant Custom Portfolio Group
California
$76.1K +$71.4K +105 New
GBT
1050
Grove Bank & Trust
Florida
$72.5K +$25.2K +37 +59%