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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1926
Fortis Advisors
Pennsylvania
$13K +$12K +185 New
BFG
1927
Baron Financial Group
New Jersey
$12.8K +$65 +1 +0.5%
MCM
1928
MV Capital Management
Maryland
$12K
HS
1929
Horan Securities
United States
$12K +$6.57K +101 +129%
BA
1930
Bellwether Advisors
Nebraska
$12K +$12.2K +188 New
NL
1931
NVWM LLC
Pennsylvania
$11K -$564K -8,676 -98%
IWP
1932
IAG Wealth Partners
Wisconsin
$11K +$65 +1 +0.6%
SC
1933
Steph & Co
Wisconsin
$10K
TCWA
1934
Ten Capital Wealth Advisors
Washington
$10K +$9.24K +142 New
FBT
1935
First Bank & Trust
South Dakota
$9K +$5.27K +81 +156%
APW
1936
Acima Private Wealth
Virginia
$8K -$26.5K -408 -78%
BHWM
1937
Bay Harbor Wealth Management
Maryland
$8K +$4.94K +76 +185%
CWM
1938
Curi Wealth Management
North Carolina
$8K +$7.87K +121 New
HFS
1939
HBC Financial Services
Washington
$7K -$26K -400 -80%
GWMIA
1940
Global Wealth Management Investment Advisory
Florida
$7K -$19.5K -300 -75%
BAMG
1941
Brand Asset Management Group
Missouri
$7K
PFA
1942
Professional Financial Advisors
Nebraska
$7K
SFPG
1943
Stonebridge Financial Planning Group
Florida
$7K
MIM
1944
Macroview Investment Management
Maryland
$7K +$6.5K +100 New
TI
1945
tru Independence
Oregon
$6.05K -$104K -1,604 -2%
CIA
1946
CSat Investment Advisory
Michigan
$6K -$3.74M -57,436 -100%
IPW
1947
IronBridge Private Wealth
Texas
$6K +$5.4K +83 New
IA
1948
IFS Advisors
Kansas
$6K +$6.5K +100 New
HF
1949
Halpern Financial
Virginia
$5.67K
LAS
1950
Lloyd Advisory Services
Georgia
$5K