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Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
2526
Advocacy Wealth Management Services
Georgia
$23K +$8.88K +89 +65%
SOW
2527
State of Wyoming
Wyoming
$23K +$23K +231 New
AWM
2528
Activest Wealth Management
Florida
$22K +$199 +2 +0.9%
HFS
2529
HBC Financial Services
Washington
$21K -$40.7K -408 -67%
KC
2530
Knuff & Co
California
$20K
JPLA
2531
Joseph P. Lucia & Associates
New York
$19K -$10.5K -105 -36%
NL
2532
NVWM LLC
Pennsylvania
$19K +$3.99K +40 +28%
BFG
2533
Baron Financial Group
New Jersey
$17.6K
LPWM
2534
Lake Point Wealth Management
Texas
$17K -$24.3K -244 -60%
LWP
2535
Laurel Wealth Planning
Minnesota
$16K +$7.48K +75 +90%
UFF
2536
USA Financial Formulas
Michigan
$15K -$878K -8,807 -98%
ST
2537
Sageworth Trust
Pennsylvania
$15K -$409K -4,105 -97%
WIA
2538
Wealthstreet Investment Advisors
Texas
$15K
DTIM
2539
Danda Trouve Investment Management
Kansas
$14K
SPWG
2540
Sage Private Wealth Group
Illinois
$13K -$197K -1,976 -94%
OCM
2541
Orion Capital Management
California
$12K -$39.9K -400 -77%
BAM
2542
Baldrige Asset Management
Pennsylvania
$12K
HGWM
2543
Harvest Group Wealth Management
Massachusetts
$12K
RA
2544
Rational Advisors
New York
$11K -$1.63M -16,322 -99%
WIM
2545
Westside Investment Management
California
$10.6K
HF
2546
Halpern Financial
Virginia
$10.1K
RFWA
2547
RPg Family Wealth Advisory
Massachusetts
$10.1K
FA
2548
Financial Avengers
California
$10K -$11.8K -118 -54%
VFIC
2549
Valley Forge Investment Consultants
Pennsylvania
$10K
WAM
2550
Wallington Asset Management
Indiana
$9K