Name Holding Trade Value Shares
Change
Change in
Stake
WP
1226
WealthShield Partners
North Carolina
$40K +$37.9K +633 New
IHWM
1227
Iron Horse Wealth Management
Iowa
$39K -$4.49K -75 -11%
JWA
1228
JFS Wealth Advisors
Pennsylvania
$38K – – –
CFFP
1229
Center for Financial Planning
Michigan
$37K -$2.99K -50 -8%
APWM
1230
Atlas Private Wealth Management
New York
$37K – – –
NFSG
1231
Newbridge Financial Services Group
Florida
$36K – – –
IWMWV
1232
Ironwood Wealth Management (West Virginia)
West Virginia
$35K -$18K -300 -35%
FFA
1233
Freedman Financial Associates
Massachusetts
$34K -$419 -7 -1%
JGIA
1234
Jackson Grant Investment Advisers
Connecticut
$34K – – –
LWM
1235
Liberty Wealth Management
California
$33K – – –
COCM
1236
Charter Oak Capital Management
New Hampshire
$33K +$60 +1 +0.2%
CAL
1237
Capital Analysts LLC
Pennsylvania
$33K +$17.4K +290 +137%
BWM
1238
Baystate Wealth Management
Massachusetts
$33K +$30.9K +517 New
TFIPS
1239
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.8K – – –
BAM
1240
Bellevue Asset Management
Washington
$32K – – –
FCMT
1241
Founders Capital Management (Texas)
Texas
$32K +$24.1K +403 +415%
EWM
1242
Elmwood Wealth Management
California
$32K +$29.6K +494 New
BC
1243
Burleson & Co
California
$32K +$30K +502 New
PWMG
1244
Prestige Wealth Management Group
New Jersey
$31K -$312K -5,219 -91%
MSFP
1245
Mark Sheptoff Financial Planning
Connecticut
$30K – – –
AssetMark Inc
1246
AssetMark Inc
California
$30K +$60 +1 +0.2%
TF
1247
Tompkins Financial
New York
$30K +$1.98K +33 +7%
FCB
1248
First Command Bank
Texas
$30K +$22.4K +375 +399%
FCFS
1249
First Command Financial Services
Texas
$30K +$22.4K +375 +399%
BWM
1250
BerganKDV Wealth Management
Minnesota
$29K – – –