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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1551
RMG Wealth Management
Wisconsin
$14.9K – – –
ME
1552
McIlrath & Eck
Washington
$14.9K – – –
FC
1553
Fairscale Capital
New Hampshire
$14.7K – – –
TCM
1554
Tradewinds Capital Management
Washington
$14.6K – – –
KFI
1555
Key Financial Inc
Pennsylvania
$14.4K -$44.7K -194 -76%
NMG
1556
New Millennium Group
Utah
$14.1K – – –
M
1557
MOTCO
Texas
$13.9K – – –
PWMG
1558
Private Wealth Management Group
New Jersey
$13.4K – – –
TFGT
1559
TS Financial Group (TSFG)
Illinois
$13K – – –
CBT
1560
CoreFirst Bank & Trust
Kansas
$13K – – –
JSAM
1561
J. Safra Asset Management
New York
$13K +$12.7K +55 New
KFP
1562
Kerr Financial Planning
California
$12.9K +$11.1K +48 New
AWM
1563
Accredited Wealth Management
Kentucky
$12.8K +$1.29M +5,597 +10,365%
CMA
1564
Cedar Mountain Advisors
Oregon
$12.5K – – –
MMCM
1565
Murphy & Mullick Capital Management
New York
$12.5K – – –
KG
1566
Kilter Group
New York
$12.5K +$1.61K +7 +15%
VNA
1567
Valley National Advisers
Pennsylvania
$12K – – –
WOC
1568
West Oak Capital
California
$11.8K -$6.22K -27 -35%
BC
1569
Broadwater Capital
Massachusetts
$11.8K -$2.61M -11,316 -100%
EWM
1570
Evermay Wealth Management
Virginia
$11.8K – – –
FGA
1571
Fortis Group Advisors
New Jersey
$11.8K – – –
EWP
1572
Elevation Wealth Partners
California
$11.8K +$3.46K +15 +43%
GCM
1573
Gables Capital Management
Florida
$11.8K -$5.76K -25 -33%
FFO
1574
Fortitude Family Office
Arizona
$11.6K -$1.84K -8 -14%
HHMI
1575
Howard Hughes Medical Institute
Maryland
$11.1K – – –