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Name Holding Trade Value Shares
Change
Change in
Stake
CJ
1001
Caitlin John
Michigan
$856
QWM
1002
Quaker Wealth Management
New Jersey
$856 +$330 +3 +60%
HPC
1003
HM Payson & Co
Maine
$856 +$880 +8 New
T
1004
Tidemark
California
$749
MWM
1005
Mascoma Wealth Management
New Hampshire
$749 +$770 +7 New
SFCL
1006
Strengthening Families & Communities LLC
Massachusetts
$749 +$770 +7 New
GSWM
1007
Golden State Wealth Management
California
$646
TFM
1008
TFC Financial Management
Massachusetts
$642 +$330 +3 +100%
APW
1009
Atlantic Private Wealth
North Carolina
$537
BIM
1010
Breakwater Investment Management
Washington
$535
MHR
1011
Matthew Hamilton Rosenberg
$535
NL
1012
NVWM LLC
Pennsylvania
$535 +$550 +5 New
SFG
1013
Strive Financial Group
Indiana
$535 +$550 +5 New
IPS
1014
Investors Portfolio Services
Washington
$428 +$440 +4 New
CI
1015
Cordant Inc
Oregon
$405 +$440 +4 New
RPA
1016
Redwood Park Advisors
California
$321
FGC
1017
Financial Gravity Companies
Texas
$321 +$330 +3 New
MCA
1018
Maryland Capital Advisors
Maryland
$321 +$330 +3 New
HHGA
1019
Halbert Hargrove Global Advisors
California
$317 +$330 +3 New
HIA
1020
Highland Investment Advisors
Florida
$214 +$220 +2 New
MWM
1021
Mosley Wealth Management
California
$214 +$220 +2 New
PMFA
1022
Plante Moran Financial Advisors
Michigan
$214 +$220 +2 New
BFPW
1023
BOK Financial Private Wealth
Colorado
$107 +$110 +1 New
MFP
1024
Meramec Financial Planners
Missouri
$103 +$110 +1 New
DWM
1025
Darwin Wealth Management
Florida
$78