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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1801
Mowery & Schoenfeld Wealth Management
Illinois
$13.8K +$1.87K +4 +17%
DF
1802
DecisionPoint Financial
Arizona
$13.8K +$11.7K +25 +1,250%
SC
1803
Solstein Capital
California
$13.8K
MSWA
1804
Marshall & Sterling Wealth Advisors
New York
$13.3K -$1.87K -4 -13%
CTC
1805
Cetera Trust Company
Minnesota
$13.3K
IA
1806
Icon Advisers
Colorado
$12.8K
OC
1807
Oakworth Capital
Alabama
$12.8K +$11.7K +25 New
LWM
1808
Lodestone Wealth Management
Washington
$12.6K +$11.7K +25 New
MAM
1809
Marquette Asset Management
Minnesota
$12.3K +$3.74K +8 +50%
GWM
1810
Greenline Wealth Management
Florida
$11.4K +$10.3K +22 New
JGCM
1811
Joseph Group Capital Management
Ohio
$11.2K +$10.3K +22 New
HC
1812
Hurley Capital
New York
$11.1K -$1.4K -3 -12%
AT
1813
Arlington Trust
Alabama
$10.2K -$24.3K -52 -72%
EWP
1814
Elevation Wealth Partners
California
$10.2K
IAS
1815
IMA Advisory Services
Colorado
$10.2K +$8.88K +19 +1,900%
LWMI
1816
Legacy Wealth Management (Idaho)
Idaho
$10.2K +$9.35K +20 New
BCM
1817
Boreal Capital Management
Florida
$9.7K
FCMT
1818
Founders Capital Management (Texas)
Texas
$9.7K
VWA
1819
Valued Wealth Advisors
Utah
$9.28K +$2.34K +5 +38%
PWMG
1820
Prestige Wealth Management Group
New Jersey
$9.19K
WCM
1821
Westend Capital Management
California
$9.19K -$4.67K -10 -36%
AP
1822
Aspect Partners
Virginia
$8.68K -$17.8K -38 -69%
JGIA
1823
Jackson Grant Investment Advisers
Connecticut
$8.68K
FGA
1824
Fortis Group Advisors
New Jersey
$8.17K
YDMI
1825
Y.D. More Investments
Israel
$7.72K +$2.26M +4,826 New