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Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
1926
Fortis Group Advisors
New Jersey
$25.9K – – –
PCFFS
1927
Pacific Center for Financial Services
California
$25.9K – – –
HFS
1928
Horizon Financial Services
North Carolina
$25.7K +$625 +7 +3%
CTB
1929
Country Trust Bank
Illinois
$25.1K +$17.9K +200 +465%
FCMT
1930
Founders Capital Management (Texas)
Texas
$24.5K – – –
WAG
1931
Wilkerson Advisory Group
Missouri
$24.5K +$6.16K +69 +41%
AI
1932
Atomic Invest
New York
$24.3K -$179 -2 -0.8%
FIM
1933
FWL Investment Management
Texas
$23.8K +$20.5K +230 New
CWM
1934
Consultiva Wealth Management
Puerto Rico
$23K – – –
HFS
1935
Hughes Financial Services
Virginia
$22.9K +$8.48K +95 +75%
DF
1936
Downshift Financial
Colorado
$22.6K +$19.5K +218 New
CFM
1937
Cornerstone Financial Management
Massachusetts
$22.4K +$6.61K +74 +52%
FMP
1938
Financial Management Professionals
Texas
$22.2K – – –
SIS
1939
Strategic Investment Solutions
Illinois
$21.5K – – –
SR
1940
Syntax Research
Florida
$21K – – –
CA
1941
Centerpoint Advisors
Massachusetts
$21K – – –
CBT
1942
CoreFirst Bank & Trust
Kansas
$20.9K – – –
APW
1943
Atlantic Private Wealth
North Carolina
$20.7K – – –
CWIG
1944
Chung Wu Investment Group
Texas
$20.7K – – –
PWMA
1945
Pension & Wealth Management Advisors
Massachusetts
$20.7K – – –
LF
1946
LifeSteps Financial
California
$20.7K +$17.9K +200 New
MFS
1947
Montgomery Financial Services
Maryland
$20.5K +$17.7K +198 New
SIM
1948
Synergy Investment Management
Florida
$20.3K +$10.1K +113 +141%
BHWM
1949
Bay Harbor Wealth Management
Maryland
$20.1K +$6.34K +71 +58%
RWM
1950
Raffa Wealth Management
District of Columbia
$19.4K +$2.59K +29 +18%
76 77
78
79 80