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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1301
Strategic Blueprint
Georgia
$27K +$28.5K +432 New
DI
1302
Disciplined Investments
Oklahoma
$26K +$27.5K +417 New
CH
1303
Canton Hathaway
Rhode Island
$25K – – –
CAL
1304
Capital Analysts LLC
Pennsylvania
$24K -$7.72K -117 -23%
PWMG
1305
Prestige Wealth Management Group
New Jersey
$24K -$6.14K -93 -19%
WP
1306
WealthShield Partners
North Carolina
$23K -$18.4K -278 -44%
BMD
1307
Better Money Decisions
New Mexico
$23K – – –
CWC
1308
Carolinas Wealth Consulting
North Carolina
$23K – – –
CPWM
1309
Cypress Point Wealth Management
Texas
$23K – – –
M
1310
MOTCO
Texas
$22K -$5.28K -80 -19%
BIMC
1311
Benson Investment Management Company
Virginia
$22K – – –
TF
1312
TimeScale Financial
Massachusetts
$22K +$198 +3 +0.9%
NOI
1313
Newton One Investments
Delaware
$22K +$22.5K +341 New
AW
1314
Alaethes Wealth
Nevada
$22K +$22.8K +346 New
AWM
1315
AllSquare Wealth Management
New York
$21K – – –
CCMW
1316
Cypress Capital Management (Wyoming)
Wyoming
$21K – – –
AWM
1317
Accel Wealth Management
Iowa
$21K +$66 +1 +0.3%
WPA
1318
West Paces Advisors
Georgia
$20.8K – – –
SWA
1319
SOA Wealth Advisors
New York
$20K +$66 +1 +0.3%
WWM
1320
Wolff Wiese Magana
California
$20K +$1.58K +24 +8%
BWP
1321
Baldwin Wealth Partners
Massachusetts
$20K +$11.2K +170 +115%
PAI
1322
Pittenger & Anderson Inc
Nebraska
$20K +$15.5K +235 +283%
PGWM
1323
Parisi Gray Wealth Management
New Jersey
$20K +$21.1K +320 New
BDWM
1324
Brewin Dolphin Wealth Management
Ireland
$20K – – –
RWM
1325
Raffa Wealth Management
District of Columbia
$20K – – –