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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1901
Destiny Wealth Partners
Florida
$23.2K +$22.6K +65 New
JGCM
1902
Joseph Group Capital Management
Ohio
$22.8K +$13.2K +38 +146%
AWM
1903
Abound Wealth Management
Tennessee
$22.7K +$2.43K +7 +12%
TCM
1904
Tradewinds Capital Management
Washington
$22.3K +$347 +1 +2%
FC
1905
Fairscale Capital
New Hampshire
$22.2K
SR
1906
Swiss Re
Switzerland
$22.1K
KFI
1907
Key Financial Inc
Pennsylvania
$21K -$347 -1 -2%
M
1908
MOTCO
Texas
$21K
FCG
1909
Financial Connections Group
California
$21K
VNA
1910
Valley National Advisers
Pennsylvania
$21K +$1.74K +5 +9%
GTAM
1911
Global Trust Asset Management
Florida
$20.6K +$17.4K +50 +625%
PWMG
1912
Private Wealth Management Group
New Jersey
$20.3K
TFGT
1913
TS Financial Group (TSFG)
Illinois
$20K
FMP
1914
Financial Management Professionals
Texas
$19.6K +$5.9K +17 +45%
CBT
1915
CoreFirst Bank & Trust
Kansas
$19.6K
FP
1916
Financial Perspectives
Minnesota
$19.6K
MMCM
1917
Murphy & Mullick Capital Management
New York
$19.2K
HNW
1918
High Note Wealth
Minnesota
$19.2K +$3.82K +11 +26%
MWM
1919
Mascoma Wealth Management
New Hampshire
$18.9K
EWP
1920
Elevation Wealth Partners
California
$18.5K +$1.39K +4 +8%
AW
1921
Avion Wealth
Texas
$18K +$1.39K +4 +8%
GCM
1922
Gables Capital Management
Florida
$17.8K
KFP
1923
Kerr Financial Planning
California
$17.6K -$694 -2 -4%
DWM
1924
Dogwood Wealth Management
Kansas
$17.1K +$11.8K +34 +243%
NWM
1925
Navigoe Wealth Management
California
$17K