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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1326
Montag & Associates
Georgia
$30K -$7.01K -123 -19%
FFA
1327
Freedman Financial Associates
Massachusetts
$30K – – –
CWM
1328
CarsonAllaria Wealth Management
Illinois
$30K +$29.8K +523 New
BWM
1329
Baystate Wealth Management
Massachusetts
$29K – – –
FCMT
1330
Founders Capital Management (Texas)
Texas
$29K +$342 +6 +1%
SFG
1331
Steward Financial Group
Texas
$29K +$30K +527 New
BAM
1332
Bellevue Asset Management
Washington
$28K – – –
BC
1333
Burleson & Co
California
$28K – – –
EWM
1334
Edge Wealth Management
New York
$28K – – –
T2I
1335
Turim 21 Investimentos
Brazil
$27K – – –
GTAM
1336
Global Trust Asset Management
Florida
$27K +$27.1K +475 New
MTIC
1337
Missouri Trust & Investment Company
Missouri
$27K +$27.1K +475 New
IFAM
1338
Institutional & Family Asset Management
Colorado
$26K -$4.56K -80 -15%
MSFP
1339
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
RAM
1340
Riggs Asset Management
Pennsylvania
$26K – – –
MWM
1341
Mascoma Wealth Management
New Hampshire
$26K +$8.55K +150 +47%
LAS
1342
Lloyd Advisory Services
Georgia
$26K +$25.8K +452 New
EPM
1343
Equitec Proprietary Markets
Illinois
$26K +$26.5K +464 New
SN
1344
Sittner & Nelson
Oregon
$25K – – –
ACM
1345
Antonetti Capital Management
Florida
$24K – – –
CC
1346
Corsicana & Co
Texas
$24K – – –
DI
1347
Disciplined Investments
Oklahoma
$24K – – –
PWMG
1348
Prestige Wealth Management Group
New Jersey
$24K +$912 +16 +4%
TCM
1349
TD Capital Management
Tennessee
$24K +$11.4K +200 +91%
EWA
1350
EverSource Wealth Advisors
Alabama
$24K +$23K +404 New
52 53
54
55 56