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Name Holding Trade Value Shares
Change
Change in
Stake
SG
1101
Sankala Group
Colorado
$18.6K +$1.26K +14 +7%
SNB
1102
Security National Bank
Nebraska
$18.2K – – –
AAG
1103
Accordant Advisory Group
Maryland
$18.2K +$18K +200 New
FRA
1104
Front Row Advisors
California
$17.7K – – –
DWP
1105
Destiny Wealth Partners
Florida
$17.7K +$17.5K +195 New
EWM
1106
Evolution Wealth Management
Florida
$17.2K – – –
JGCM
1107
Joseph Group Capital Management
Ohio
$16.8K +$9.16K +102 +123%
KAS
1108
Kemnay Advisory Services
New York
$16.4K +$988 +11 +7%
MWM
1109
Mascoma Wealth Management
New Hampshire
$16.2K +$449 +5 +3%
SR
1110
Swiss Re
Switzerland
$16.1K – – –
IAAG
1111
Innovative Asset Advisors Group
Connecticut
$16.1K +$15.9K +177 New
HFM
1112
Hartford Financial Management
Connecticut
$15.9K – – –
ACA
1113
American Capital Advisory
Idaho
$15.7K +$449 +5 +3%
AEPWM
1114
Atlantic Edge Private Wealth Management
Florida
$15.7K – – –
BP
1115
BNP Paribas
France
$15.7K – – –
PWMG
1116
Prestige Wealth Management Group
New Jersey
$15.5K – – –
JSAM
1117
J. Safra Asset Management
New York
$15.2K -$988 -11 -6%
FPF
1118
First Pacific Financial
Washington
$15.1K +$90 +1 +0.6%
LFASL
1119
Lugano Financial Advisors SA (LFA)
Switzerland
$15K – – –
JFA
1120
JNBA Financial Advisors
Minnesota
$14.9K – – –
BWL
1121
Bogart Wealth LLC
Virginia
$14.8K +$3.41K +38 +30%
TGY2IT
1122
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$14.6K +$14.4K +160 New
SIS
1123
Strategic Investment Solutions
Illinois
$14.4K +$90 +1 +0.6%
MWM
1124
Mosley Wealth Management
California
$14.3K +$14.1K +157 New
AFG
1125
Albion Financial Group
Utah
$13.8K – – –