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Name Holding Trade Value Shares
Change
Change in
Stake
CA
901
Centerpoint Advisors
Massachusetts
$18K – – –
CFM
902
Cornerstone Financial Management
Massachusetts
$17.7K +$6.5K +34 +71%
SGK
903
Steigerwald Gordon & Koch
Virginia
$17.5K – – –
ATC
904
Adirondack Trust Company
New York
$17.3K – – –
ASCM
905
Adkins Seale Capital Management
Louisiana
$16.2K – – –
CTC
906
Cetera Trust Company
Minnesota
$16.2K – – –
JWA
907
JFS Wealth Advisors
Pennsylvania
$16K +$1.15K +6 +9%
UFPG
908
United Financial Planning Group
New York
$16K – – –
PWMG
909
Private Wealth Management Group
New Jersey
$15.6K +$3.83K +20 +38%
BCWM
910
Bartlett & Co Wealth Management
Ohio
$15.3K +$4.59K +24 +51%
SWIM
911
Smallwood Wealth Investment Management
New Jersey
$15.1K – – –
JSAM
912
J. Safra Asset Management
New York
$14.5K -$2.87K -15 -18%
FCT
913
First Community Trust
Iowa
$14K – – –
APW
914
Allied Private Wealth
Florida
$13.6K +$13K +68 New
KAS
915
Kemnay Advisory Services
New York
$13.4K +$574 +3 +5%
SWM
916
Spire Wealth Management
Virginia
$13.2K -$6.7K -35 -36%
PWAM
917
Private Wealth Asset Management
Iowa
$13.2K – – –
RWM
918
Raffa Wealth Management
District of Columbia
$12.3K +$765 +4 +8%
WA
919
Westfuller Advisors
New York
$12.1K -$765 -4 -7%
SL
920
Salomon & Ludwin
Virginia
$12K – – –
WFA
921
Wedbush Fund Advisers
California
$11.7K +$10.3K +54 New
SIM
922
Synergy Investment Management
Florida
$11.2K +$191 +1 +2%
KG
923
Kilter Group
New York
$10.8K -$383 -2 -4%
CT
924
Clearstead Trust
Maine
$10.8K – – –
MEG
925
Millstone Evans Group
Colorado
$10.8K – – –