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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1301
Disciplined Investments
Oklahoma
$26K +$27.5K +417 New
CH
1302
Canton Hathaway
Rhode Island
$25K
CAL
1303
Capital Analysts LLC
Pennsylvania
$24K -$7.72K -117 -23%
PWMG
1304
Prestige Wealth Management Group
New Jersey
$24K -$6.14K -93 -19%
WP
1305
WealthShield Partners
North Carolina
$23K -$18.4K -278 -44%
BMD
1306
Better Money Decisions
New Mexico
$23K
CWC
1307
Carolinas Wealth Consulting
North Carolina
$23K
CPWM
1308
Cypress Point Wealth Management
Texas
$23K
M
1309
MOTCO
Texas
$22K -$5.28K -80 -19%
BIMC
1310
Benson Investment Management Company
Virginia
$22K
TF
1311
TimeScale Financial
Massachusetts
$22K +$198 +3 +0.9%
NOI
1312
Newton One Investments
Delaware
$22K +$22.5K +341 New
AW
1313
Alaethes Wealth
Nevada
$22K +$22.8K +346 New
AWM
1314
AllSquare Wealth Management
New York
$21K
CCMW
1315
Cypress Capital Management (Wyoming)
Wyoming
$21K
AWM
1316
Accel Wealth Management
Iowa
$21K +$66 +1 +0.3%
WPA
1317
West Paces Advisors
Georgia
$20.8K
SWA
1318
SOA Wealth Advisors
New York
$20K +$66 +1 +0.3%
WWM
1319
Wolff Wiese Magana
California
$20K +$1.58K +24 +8%
BWP
1320
Baldwin Wealth Partners
Massachusetts
$20K +$11.2K +170 +115%
PAI
1321
Pittenger & Anderson Inc
Nebraska
$20K +$15.5K +235 +283%
PGWM
1322
Parisi Gray Wealth Management
New Jersey
$20K +$21.1K +320 New
BDWM
1323
Brewin Dolphin Wealth Management
Ireland
$20K
RWM
1324
Raffa Wealth Management
District of Columbia
$20K
FPFS
1325
First Personal Financial Services
North Carolina
$19K