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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
2101
Ritter Daniher Financial Advisory
Ohio
$39.2K
BHWM
2102
Beaird Harris Wealth Management
Texas
$38.7K +$9.51K +275 +34%
WSCM
2103
Wellington Shields Capital Management
New York
$38.1K
PWA
2104
Provenance Wealth Advisors
Florida
$37.7K
LB
2105
Legacy Bridge
Iowa
$37.7K -$173 -5 -0.5%
FFL
2106
Financial Freedom LLC
Ohio
$36.8K +$173 +5 +0.5%
OW
2107
Olistico Wealth
Oklahoma
$36.7K -$276K -7,993 -89%
FFWM
2108
Future Financial Wealth Management
Ohio
$36.4K
GIM
2109
Gold Investment Management
Alberta, Canada
$36.2K
ETS
2110
ESL Trust Services
New York
$36.1K -$4.63K -134 -12%
IWP
2111
IAG Wealth Partners
Wisconsin
$36K -$7.06K -204 -17%
ECM
2112
Estabrook Capital Management
New York
$34.7K -$97.5K -2,820 -74%
FMP
2113
Financial Management Professionals
Texas
$34.5K -$10.1K -293 -23%
NCM
2114
Northwest Capital Management
Oregon
$34.4K -$41.4K -1,197 -55%
BGA
2115
Battery Global Advisors
Massachusetts
$34.2K
AWM
2116
Abound Wealth Management
Tennessee
$33.8K -$11.6K -334 -26%
FNWA
2117
Financial Network Wealth Advisors
Utah
$33.7K
TIM
2118
Total Investment Management
Arizona
$33.5K +$32.4K +938 New
LFA
2119
Legend Financial Advisors
Pennsylvania
$32.8K +$31.8K +919 New
GC
2120
GFG Capital
Florida
$32.6K +$31.6K +913 New
TCM
2121
TruNorth Capital Management
Michigan
$32.4K
CWM
2122
Centricity Wealth Management
Ohio
$32.3K -$55.3K -1,600 -64%
PAG
2123
Paladin Advisory Group
Iowa
$31.4K
MAS
2124
MPWM Advisory Solutions
Georgia
$31.3K
NFSG
2125
Newbridge Financial Services Group
Florida
$30.9K +$30K +867 New