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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1901
West Financial Advisors
Iowa
$20.3K +$19.8K +19 New
PWA
1902
Principia Wealth Advisory
Texas
$20.3K
GEA
1903
Glen Eagle Advisors
New Jersey
$19.3K +$9.39K +9 +100%
TPBG
1904
Turning Point Benefit Group
Maryland
$19.3K +$17.7K +17 +1,700%
UFPG
1905
United Financial Planning Group
New York
$19.3K +$18.8K +18 New
Asset Management One
1906
Asset Management One
Japan
$19.2K +$2.09K +2 +13%
BFS
1907
Bare Financial Services
Pennsylvania
$18.2K -$5.22K -5 -23%
MAFA
1908
MJT & Associates Financial Advisory
Minnesota
$18.2K
NEWAS
1909
N.E.W. Advisory Services
Wisconsin
$18.2K
NIG
1910
NFJ Investment Group
Texas
$18.2K
PMFA
1911
Plante Moran Financial Advisors
Michigan
$18.2K
FCAS
1912
First Command Advisory Services
Texas
$18.2K +$10.4K +10 +143%
WWM
1913
Wolff Wiese Magana
California
$17.1K -$14.6K -14 -47%
AF
1914
Alerus Financial
North Dakota
$17.1K -$4.17K -4 -20%
BOJHT
1915
Bank of Jackson Hole Trust
Wyoming
$17.1K +$3.13K +3 +23%
GWP
1916
Gen-Wealth Partners
Michigan
$17.1K +$4.17K +4 +33%
KFG
1917
Kingdom Financial Group
Arizona
$16.9K +$16.7K +16 New
MAS
1918
MPWM Advisory Solutions
Georgia
$16.1K +$15.6K +15 New
BC
1919
Bulwark Capital
Florida
$16K
TCOT
1920
Trust Company of Toledo
Ohio
$16K
SVCP
1921
Silicon Valley Capital Partners
California
$15K -$25K -24 -63%
FMTCOCP
1922
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K +$6.26K +6 +75%
DWM
1923
Dogwood Wealth Management
Kansas
$15K
IW
1924
Imprint Wealth
South Carolina
$15K +$14.6K +14 New
DWS
1925
Dynamic Wealth Strategies
California
$13.9K