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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
2051
Maryland Capital Advisors
Maryland
$13.4K – – –
RTL
2052
Red Tortoise LLC
Georgia
$13K – – –
OAJ
2053
Ogorek Anthony Joseph
New York
$13K -$12K -358 -45%
AWM
2054
Activest Wealth Management
Florida
$12.8K +$4.42K +132 +48%
KG
2055
Kilter Group
New York
$12.7K +$2.31K +69 +21%
FDW
2056
Fourth Dimension Wealth
Ohio
$12.4K -$4.83K -144 -27%
FMB
2057
Field & Main Bank
Kentucky
$12.1K -$1.68K -50 -12%
OPTFSNA
2058
Old Point Trust & Financial Services N A
Virginia
$12K – – –
GJIA
2059
Glass Jacobson Investment Advisors
Maryland
$11.7K – – –
ME
2060
McIlrath & Eck
Washington
$11.7K – – –
TVWM
2061
Tower View Wealth Management
Wisconsin
$11.7K +$134 +4 +1%
AF
2062
Alerus Financial
North Dakota
$11.5K – – –
PWM
2063
Proathlete Wealth Management
Florida
$11.4K -$771 -23 -6%
LC
2064
Lavaca Capital
Texas
$11.2K – – –
AWM
2065
Accredited Wealth Management
Kentucky
$11K -$4.49K -134 -38%
AP
2066
Atwood & Palmer
Missouri
$10.8K -$6.77K -202 -37%
MAM
2067
Marquette Asset Management
Minnesota
$10.8K +$11.6K +345 New
FMP
2068
Financial Management Professionals
Texas
$10.7K -$21K -626 -65%
VWA
2069
VSM Wealth Advisory
Maryland
$10.7K -$34.1K -1,016 -75%
SRCM
2070
Signature Resources Capital Management
California
$10.7K -$670 -20 -6%
MWPCG
2071
Measured Wealth Private Client Group
New Hampshire
$10.6K +$11.3K +337 New
KPP
2072
Kings Path Partners
Texas
$10.4K +$11.1K +330 New
RFS
2073
Richardson Financial Services
Massachusetts
$10.2K -$536 -16 -5%
CCM
2074
Cloud Capital Management
Washington
$10K +$11.3K +337 New
CSC
2075
Caldwell Sutter Capital
California
$9.96K +$1.68K +50 +19%