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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
3001
TS Financial Group (TSFG)
Illinois
$114K -$23.6K -75 -16%
MSWM
3002
Mowery & Schoenfeld Wealth Management
Illinois
$114K -$32.7K -104 -21%
HC
3003
Hurley Capital
New York
$114K – – –
SIM
3004
Synergy Investment Management
Florida
$113K +$125K +399 New
FCG
3005
Financial Connections Group
California
$113K – – –
SMBT
3006
Southern Michigan Bank & Trust
Michigan
$112K +$124K +394 New
PWMA
3007
Pension & Wealth Management Advisors
Massachusetts
$110K +$75.1K +239 +159%
JGIA
3008
Jackson Grant Investment Advisers
Connecticut
$110K – – –
GF
3009
GGM Financials
Ohio
$108K – – –
BFP
3010
Birchwood Financial Partners
Minnesota
$106K – – –
NRWA
3011
North Ridge Wealth Advisors
Oregon
$106K – – –
CMP
3012
Coston McIsaac & Partners
Maine
$106K – – –
FFL
3013
Financial Freedom LLC
Ohio
$105K +$314 +1 +0.3%
MAM
3014
Marquette Asset Management
Minnesota
$105K +$86.4K +275 +293%
SWA
3015
Strategic Wealth Advisors
Arizona
$104K – – –
PF
3016
PlanVest Financial
Maryland
$104K +$115K +365 New
WA
3017
Whipplewood Advisors
Colorado
$103K +$107K +339 +1,356%
TC
3018
Truvestments Capital
Florida
$103K – – –
OCM
3019
Osbon Capital Management
Massachusetts
$102K +$47.1K +150 +71%
AIC
3020
Archer Investment Corporation
Indiana
$102K -$14.1K -45 -11%
RF
3021
Robinswood Financial
Washington
$101K +$1.89K +6 +2%
BSC
3022
Brown Shipley & Co
United Kingdom
$100K – – –
EAM
3023
Eukles Asset Management
Ohio
$100K +$3.77K +12 +4%
PWMG
3024
Private Wealth Management Group
New Jersey
$99.3K – – –
YAL
3025
Your Advocates Ltd
Texas
$99.3K – – –