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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1401
Princeton Global Asset Management
New Jersey
$29K – – –
JMF
1402
Johnson Midwest Financial
Iowa
$28K -$31.7K -495 -47%
CH
1403
Canton Hathaway
Rhode Island
$28K – – –
IWMWV
1404
Ironwood Wealth Management (West Virginia)
West Virginia
$28K – – –
QC
1405
Quent Capital
New York
$28K +$2.11K +33 +6%
MFT
1406
Moisand Fitzgerald Tamayo
Florida
$28K +$31.3K +488 +957%
BWM
1407
Baystate Wealth Management
Massachusetts
$27K – – –
FCMT
1408
Founders Capital Management (Texas)
Texas
$27K +$576 +9 +2%
BC
1409
Burleson & Co
California
$27K +$1.6K +25 +5%
DI
1410
Disciplined Investments
Oklahoma
$27K +$1.99K +31 +6%
PWMG
1411
Prestige Wealth Management Group
New Jersey
$27K +$6.21K +97 +23%
BAM
1412
Bellevue Asset Management
Washington
$26K – – –
MSFP
1413
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
GTAM
1414
Global Trust Asset Management
Florida
$25K – – –
MTIC
1415
Missouri Trust & Investment Company
Missouri
$25K – – –
CFO
1416
CVA Family Office
Colorado
$24K -$34.9K -545 -54%
DWMG
1417
DB Wealth Management Group
California
$24K – – –
IFAM
1418
Institutional & Family Asset Management
Colorado
$24K – – –
MWM
1419
Mascoma Wealth Management
New Hampshire
$24K – – –
T2I
1420
Turim 21 Investimentos
Brazil
$24K – – –
NFSG
1421
Newbridge Financial Services Group
Florida
$24K +$11.7K +183 +64%
CMP
1422
Coston McIsaac & Partners
Maine
$24K +$29.6K +462 New
BWM
1423
BerganKDV Wealth Management
Minnesota
$23K +$448 +7 +2%
HBW
1424
Hazlett, Burt & Watson
West Virginia
$22K – – –
PP
1425
Pacifica Partners
Canada
$21K – – –