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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1926
Ayalon Insurance Company
Israel
$13K -$12.2K -188 -49%
BBHBI
1927
B, B, H, & B Inc
Alabama
$13K – – –
EWA
1928
Evolution Wealth Advisors
Florida
$13K – – –
FA
1929
Fortis Advisors
Pennsylvania
$13K +$12K +185 New
BFG
1930
Baron Financial Group
New Jersey
$12.8K +$65 +1 +0.5%
MCM
1931
MV Capital Management
Maryland
$12K – – –
HS
1932
Horan Securities
United States
$12K +$6.57K +101 +129%
BA
1933
Bellwether Advisors
Nebraska
$12K +$12.2K +188 New
NL
1934
NVWM LLC
Pennsylvania
$11K -$564K -8,676 -98%
IWP
1935
IAG Wealth Partners
Wisconsin
$11K +$65 +1 +0.6%
SC
1936
Steph & Co
Wisconsin
$10K – – –
TCWA
1937
Ten Capital Wealth Advisors
Washington
$10K +$9.24K +142 New
FBT
1938
First Bank & Trust
South Dakota
$9K +$5.27K +81 +156%
APW
1939
Acima Private Wealth
Virginia
$8K -$26.5K -408 -78%
BHWM
1940
Bay Harbor Wealth Management
Maryland
$8K +$4.94K +76 +185%
CWM
1941
Curi Wealth Management
North Carolina
$8K +$7.87K +121 New
HFS
1942
HBC Financial Services
Washington
$7K -$26K -400 -80%
GWMIA
1943
Global Wealth Management Investment Advisory
Florida
$7K -$19.5K -300 -75%
BAMG
1944
Brand Asset Management Group
Missouri
$7K – – –
PFA
1945
Professional Financial Advisors
Nebraska
$7K – – –
SFPG
1946
Stonebridge Financial Planning Group
Florida
$7K – – –
MIM
1947
Macroview Investment Management
Maryland
$7K +$6.5K +100 New
TI
1948
tru Independence
Oregon
$6.05K -$104K -1,604 -2%
CIA
1949
CSat Investment Advisory
Michigan
$6K -$3.74M -57,436 -100%
IPW
1950
IronBridge Private Wealth
Texas
$6K +$5.4K +83 New