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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1276
Bogart Wealth LLC
Virginia
$52K -$13.1K -271 -17%
CTB
1277
Country Trust Bank
Illinois
$52K -$4.46K -92 -7%
MPWT
1278
MassMutual Private Wealth & Trust
Connecticut
$51K -$19.6K -405 -24%
FCT
1279
First Community Trust
Iowa
$49K
APC
1280
Aspire Private Capital
North Carolina
$48K
JWM
1281
Janiczek Wealth Management
Colorado
$48K
OC
1282
Oakworth Capital
Alabama
$46K +$56.2K +1,160 New
CFD
1283
Creative Financial Designs
Indiana
$44K -$47.2K -975 -47%
CWC
1284
Carolinas Wealth Consulting
North Carolina
$43K
TSWM
1285
Tyler-Stone Wealth Management
Ohio
$42K +$51.4K +1,061 New
SMG
1286
Spectrum Management Group
Indiana
$41K
KC
1287
Kepos Capital
New York
$41K +$1.5K +31 +3%
FA
1288
Financial Avengers
California
$40K -$9.4K -194 -16%
JWA
1289
JFS Wealth Advisors
Pennsylvania
$40K -$1.7K -35 -3%
MWM
1290
Mascoma Wealth Management
New Hampshire
$40K
TCCM
1291
Timber Creek Capital Management
Massachusetts
$40K
LPWM
1292
Lake Point Wealth Management
Texas
$40K +$1.26K +26 +3%
SWM
1293
Sugarloaf Wealth Management
Georgia
$39K +$48 +1 +0.1%
BWM
1294
Baystate Wealth Management
Massachusetts
$39K +$6.25K +129 +15%
RA
1295
Rise Advisors
New York
$39K +$7.66K +158 +19%
BHWM
1296
Beaird Harris Wealth Management
Texas
$38K -$66.8K -1,379 -59%
PK
1297
Pflug Koory
Nebraska
$38K -$1.89K -39 -4%
FCMT
1298
Founders Capital Management (Texas)
Texas
$38K
IAS
1299
IMA Advisory Services
Colorado
$36K -$2.39M -49,297 -98%
TIM
1300
Tortoise Investment Management
New York
$36K -$5.82K -120 -12%