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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2251
Lowe Wealth Advisors
Maryland
$31K
HFS
2252
HBC Financial Services
Washington
$31K +$56 +1 +0.2%
NOI
2253
Newton One Investments
Delaware
$28K +$27.5K +491 New
SIS
2254
Sound Income Strategies
Florida
$26K -$72.7K -1,301 -74%
HF
2255
Halpern Financial
Virginia
$25.3K -$4.47K -80 -15%
AWM
2256
Avondale Wealth Management
Texas
$25K
FPFS
2257
First Personal Financial Services
North Carolina
$23K
EIM
2258
Essex Investment Management
Massachusetts
$22K
IHWM
2259
Iron Horse Wealth Management
Iowa
$22K +$12.6K +226 +149%
RFWA
2260
RPg Family Wealth Advisory
Massachusetts
$21.3K +$20.9K +374 New
OAJ
2261
Ogorek Anthony Joseph
New York
$21K
GG
2262
Gleason Group
Kentucky
$21K +$20.2K +362 New
1IA
2263
1834 Investment Advisors
Wisconsin
$20K
MAM
2264
McCarthy Asset Management
California
$19K -$17.7K -316 -49%
DWA
2265
Delos Wealth Advisors
Texas
$19K +$19K +340 New
SSC
2266
Syverson Strege & Co
Iowa
$19K +$19K +340 New
MWC
2267
MBM Wealth Consultants
Missouri
$18K -$20.2K -362 -54%
IWP
2268
IAG Wealth Partners
Wisconsin
$18K
PAI
2269
Pittenger & Anderson Inc
Nebraska
$18K
TC
2270
Truvestments Capital
Florida
$18K +$56 +1 +0.3%
WAS
2271
Winch Advisory Services
Wisconsin
$17K +$56 +1 +0.3%
PWS
2272
Paragon Wealth Strategies
Florida
$16K +$15.3K +274 New
FA
2273
Fortis Advisors
Pennsylvania
$15K
AA
2274
AlphaMark Advisors
Kentucky
$14K
RBC
2275
Roble Belko & Company
Pennsylvania
$14K