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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1851
Elevation Wealth Partners
California
$42.5K +$11.9K +417 +42%
MWM
1852
Mascoma Wealth Management
New Hampshire
$42.4K -$13.6K -476 -25%
NEWAS
1853
N.E.W. Advisory Services
Wisconsin
$42.2K – – –
1NWS
1854
1 North Wealth Services
Maryland
$41.8K – – –
RPA
1855
Redwood Park Advisors
California
$40.1K – – –
SWP
1856
Strategic Wealth Partners
Ohio
$39.8K -$371 -13 -1%
UFPG
1857
United Financial Planning Group
New York
$39.4K +$12.4K +433 +49%
GAMC
1858
Garner Asset Management Corp
Texas
$39.3K +$37.5K +1,314 New
PWMA
1859
Pension & Wealth Management Advisors
Massachusetts
$39K -$31.6K -1,109 -46%
FMTCOCP
1860
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K – – –
CWM
1861
Cranbrook Wealth Management
Michigan
$38.8K -$16.2K -568 -30%
FGA
1862
Fortis Group Advisors
New Jersey
$38.1K – – –
WPA
1863
Wealth Preservation Advisors
Tennessee
$37.1K -$3.94K -138 -10%
LWANC
1864
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K +$35.3K +1,238 New
KFA
1865
Kelleher Financial Advisors
New York
$36.1K +$200 +7 +0.6%
RMC
1866
Resources Management Corp
Connecticut
$36K -$21.8K -765 -39%
GCM
1867
Gunpowder Capital Management
Maryland
$35.6K +$34K +1,192 New
PMIM
1868
Prudent Man Investment Management
Colorado
$35.6K – – –
GFA
1869
Godfrey Financial Associates
New York
$35.6K +$34K +1,190 New
HNW
1870
High Note Wealth
Minnesota
$35.4K -$4.88K -171 -13%
CFS
1871
CGC Financial Services
Oregon
$35K -$17K -595 -34%
DFA
1872
DHJJ Financial Advisors
Illinois
$34.8K – – –
KG
1873
Kilter Group
New York
$34.3K +$21.3K +745 +185%
CSB
1874
City State Bank
Iowa
$33.8K -$4.34K -152 -12%
FW
1875
Fairway Wealth
Ohio
$33.4K – – –