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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1801
Dogwood Wealth Management
Kansas
$14.8K +$935 +2 +7%
YP
1802
YANKCOM Partnership
South Dakota
$14.8K +$13.6K +29 New
GTAM
1803
Global Trust Asset Management
Florida
$14.3K – – –
KG
1804
Kilter Group
New York
$14.3K +$4.21K +9 +47%
MSWM
1805
Mowery & Schoenfeld Wealth Management
Illinois
$13.8K +$1.87K +4 +17%
DF
1806
DecisionPoint Financial
Arizona
$13.8K +$11.7K +25 +1,250%
SC
1807
Solstein Capital
California
$13.8K – – –
MSWA
1808
Marshall & Sterling Wealth Advisors
New York
$13.3K -$1.87K -4 -13%
CTC
1809
Cetera Trust Company
Minnesota
$13.3K – – –
IA
1810
Icon Advisers
Colorado
$12.8K – – –
OC
1811
Oakworth Capital
Alabama
$12.8K +$11.7K +25 New
LWM
1812
Lodestone Wealth Management
Washington
$12.6K +$11.7K +25 New
MAM
1813
Marquette Asset Management
Minnesota
$12.3K +$3.74K +8 +50%
GWM
1814
Greenline Wealth Management
Florida
$11.4K +$10.3K +22 New
JGCM
1815
Joseph Group Capital Management
Ohio
$11.2K +$10.3K +22 New
HC
1816
Hurley Capital
New York
$11.1K -$1.4K -3 -12%
AT
1817
Arlington Trust
Alabama
$10.2K -$24.3K -52 -72%
EWP
1818
Elevation Wealth Partners
California
$10.2K – – –
IAS
1819
IMA Advisory Services
Colorado
$10.2K +$8.88K +19 +1,900%
BIM
1820
Bullseye Investment Management
Ohio
$10.2K +$9.35K +20 New
LWMI
1821
Legacy Wealth Management (Idaho)
Idaho
$10.2K +$9.35K +20 New
BCM
1822
Boreal Capital Management
Florida
$9.7K – – –
FCMT
1823
Founders Capital Management (Texas)
Texas
$9.7K – – –
VWA
1824
Valued Wealth Advisors
Utah
$9.28K +$2.34K +5 +38%
PWMG
1825
Prestige Wealth Management Group
New Jersey
$9.19K – – –