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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1951
PSI Advisors
Florida
$142K -$825 -7 -0.7%
FA
1952
Financial Avengers
California
$141K +$7.42K +63 +7%
JWM
1953
Janiczek Wealth Management
Colorado
$140K +$1.18K +10 +1%
SWA
1954
SOA Wealth Advisors
New York
$140K
GEA
1955
Glen Eagle Advisors
New Jersey
$140K -$118 -1 -0.1%
VWM
1956
Venturi Wealth Management
Texas
$140K +$35.6K +302 +44%
DF
1957
Dunhill Financial
United Kingdom
$136K +$2.12K +18 +2%
BBPWM
1958
Blue Bell Private Wealth Management
Pennsylvania
$135K +$68.8K +584 +155%
BIA
1959
Bell Investment Advisors
California
$134K +$4.83K +41 +4%
IFAM
1960
Institutional & Family Asset Management
Colorado
$132K
PFA
1961
Pathway Financial Advisers
Indiana
$131K -$52.9K -449 -33%
GJIA
1962
Glass Jacobson Investment Advisors
Maryland
$130K +$2K +17 +2%
DMBA
1963
Deseret Mutual Benefit Administrators
Utah
$130K -$14.5K -123 -12%
MSG
1964
Main Street Group
Virginia
$125K +$46.5K +395 +79%
RFG
1965
RFP Financial Group
Georgia
$123K -$1.18K -10 -1%
NECFA
1966
New England Capital Financial Advisors
Connecticut
$123K
FCT
1967
First Community Trust
Iowa
$120K -$4.13K -35 -4%
GPFA
1968
Game Plan Financial Advisors
Ohio
$120K
GI
1969
Gradient Investments
Minnesota
$115K -$138K -1,173 -59%
PGAM
1970
Princeton Global Asset Management
New Jersey
$112K
SWC
1971
Spectrum Wealth Counsel
Indiana
$112K
TCCM
1972
Timber Creek Capital Management
Massachusetts
$112K
GTAM
1973
Global Trust Asset Management
Florida
$112K +$22K +187 +31%
GWP
1974
Gen-Wealth Partners
Michigan
$111K +$93.6K +794 New
MCM
1975
Manchester Capital Management
Vermont
$111K -$216K -1,829 -70%