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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1951
FSC Wealth Advisors
New York
$9.02K -$11.2K -77 -53%
NC
1952
NewSquare Capital
Pennsylvania
$8.49K +$9.34K +64 New
TC
1953
Trust Company
Kansas
$8K
MWC
1954
MBM Wealth Consultants
Missouri
$8K +$8.32K +57 New
AFS
1955
Annapolis Financial Services
Maryland
$7.82K -$5.84K -40 -40%
CWA
1956
Clearview Wealth Advisors
Oregon
$7.56K -$3.5K -24 -30%
PCC
1957
Park Circle Company
Maryland
$7.16K
CMP
1958
Coston McIsaac & Partners
Maine
$7K
MFC
1959
Mechanics Financial Corp
Ohio
$7K
BWA
1960
Boulder Wealth Advisors
Colorado
$7K +$7.3K +50 New
NECFA
1961
New England Capital Financial Advisors
Connecticut
$6.81K +$6.57K +45 New
SL
1962
Savior LLC
Massachusetts
$6.63K
FNBOSM
1963
First National Bank of South Miami
Florida
$6K
PP
1964
PrairieView Partners
Minnesota
$6K
DWA
1965
Delos Wealth Advisors
Texas
$5.97K
GFWA
1966
Grey Fox Wealth Advisors
Delaware
$5.97K +$6.57K +45 New
MPCL
1967
My Personal CFO LLC
Washington
$5.57K +$6.13K +42 New
SC
1968
Sierra Capital
Florida
$5K -$199K -1,361 -98%
LAM
1969
Lakewood Asset Management
Illinois
$5K +$5.84K +40 New
SC
1970
Schubert & Co
Texas
$4.77K -$2.48K -17 -32%
SIC
1971
SJS Investment Consulting
Ohio
$4.77K +$1.6K +11 +44%
PS
1972
PayPay Securities
Japan
$4.64K +$5.11K +35 New
TWD
1973
True Wealth Design
Ohio
$4.24K +$4.67K +32 New
FCT
1974
First Community Trust
Iowa
$4K +$4.82K +33 New
BCM
1975
Bourgeon Capital Management
Connecticut
$3.98K -$4.38K -30 -50%