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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2201
Seaview Investment Managers
Florida
$15K -$48 -1 -0.3%
HS
2202
Horan Securities
United States
$14K +$7.09K +148 +125%
FA
2203
Fortis Advisors
Pennsylvania
$14K +$12.7K +265 New
SC
2204
Steph & Co
Wisconsin
$13K – – –
RBC
2205
Roble Belko & Company
Pennsylvania
$12K – – –
MFM
2206
MD Financial Management
Ontario, Canada
$12K +$11.1K +231 New
MS
2207
Mizuho Securities
Japan
$12K +$11.4K +237 New
NFSG
2208
Newbridge Financial Services Group
Florida
$11K -$7.71K -161 -44%
PP
2209
PrairieView Partners
Minnesota
$11K – – –
TVWM
2210
Tower View Wealth Management
Wisconsin
$11K – – –
RG
2211
Retirement Group
California
$10K -$72.8K -1,520 -88%
MWA
2212
Moser Wealth Advisors
Washington
$10K – – –
CTFG
2213
Capstone Triton Financial Group
Oklahoma
$10K +$8.72K +182 New
AIA
2214
Arcadia Investment Advisors
Idaho
$7.02K – – –
BWL
2215
Bogart Wealth LLC
Virginia
$7K – – –
LFG
2216
Larson Financial Group
Missouri
$7K +$48 +1 +0.7%
NG
2217
NWK Group
California
$7K +$6.37K +133 New
FFW
2218
Fusion Family Wealth
New York
$6K – – –
GTAM
2219
Global Trust Asset Management
Florida
$6K – – –
KCM
2220
Kathmere Capital Management
Pennsylvania
$6K – – –
TJHA
2221
Thomas J. Herzfeld Advisors
Florida
$6K – – –
AFG
2222
Albion Financial Group
Utah
$5K +$4.5K +94 New
RA
2223
Resolute Advisors
California
$5K +$4.79K +100 New
HF
2224
Halpern Financial
Virginia
$4.19K – – –
CMBA
2225
C.M. Bidwell & Associates
Hawaii
$4K – – –