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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1801
Mendota Financial Group
Wisconsin
$18K -$284 -1 -2%
TFA
1802
Toth Financial Advisory
Virginia
$18K – – –
CSWM
1803
Cassady Schiller Wealth Management
Ohio
$18K +$5.11K +18 +38%
ITFISA
1804
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.9K – – –
WCM
1805
WealthTrak Capital Management
Virginia
$17.7K +$18.2K +64 New
LFA
1806
Legend Financial Advisors
Pennsylvania
$17.4K – – –
IHWM
1807
Iron Horse Wealth Management
Iowa
$16.3K – – –
NCM
1808
Northwest Capital Management
Oregon
$16.3K – – –
WBC
1809
West Branch Capital
Massachusetts
$16K – – –
RWM
1810
Raffa Wealth Management
District of Columbia
$15.7K +$2.56K +9 +19%
AEPWM
1811
Atlantic Edge Private Wealth Management
Florida
$15.5K – – –
PG
1812
Proffitt & Goodson
Tennessee
$15.5K – – –
DF
1813
Dunhill Financial
United Kingdom
$15.2K +$5.96K +21 +62%
TFGT
1814
TS Financial Group (TSFG)
Illinois
$15K +$5.68K +20 +57%
CAM
1815
Chesapeake Asset Management
New York
$14.9K – – –
CCM
1816
Copeland Capital Management
Pennsylvania
$14.9K – – –
PPWM
1817
PFG Private Wealth Management
Florida
$14.6K – – –
FAI
1818
Fiduciary Advisors Inc
Missouri
$13.8K +$14.2K +50 New
PPA
1819
Painted Porch Advisors
California
$13.5K – – –
Acadian Asset Management
1820
Acadian Asset Management
Massachusetts
$13K – – –
OAJ
1821
Ogorek Anthony Joseph
New York
$13K – – –
NWM
1822
Navigoe Wealth Management
California
$13K +$14.2K +50 New
T
1823
Transce3nd
Texas
$13K +$13.3K +47 New
WIM
1824
Westside Investment Management
California
$12.7K – – –
CPG
1825
Cornerstone Planning Group
New Jersey
$12.4K +$568 +2 +5%