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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
Accel Wealth Management
Iowa
$28K +$25.7K +438 +1,510%
FCA
1227
FinTrust Capital Advisors
South Carolina
$26K – – –
FCM
1228
Firestone Capital Management
Florida
$26K – – –
PGAM
1229
Princeton Global Asset Management
New Jersey
$26K – – –
VFIC
1230
Valley Forge Investment Consultants
Pennsylvania
$26K – – –
IWP
1231
IAG Wealth Partners
Wisconsin
$25K – – –
EBA
1232
Eagle Bay Advisors
New York
$25K +$23.2K +395 New
TCM
1233
TD Capital Management
Tennessee
$24K +$5.88K +100 +33%
RA
1234
Resolute Advisors
California
$24K +$6.41K +109 +37%
PH
1235
Pinnacle Holdings
Oklahoma
$23.7K – – –
ACM
1236
AUA Capital Management
Pennsylvania
$23K – – –
CMA
1237
Cedar Mountain Advisors
Oregon
$23K – – –
ME
1238
McIlrath & Eck
Washington
$23K – – –
AAP
1239
Arax Advisory Partners
Colorado
$23K +$22.7K +386 New
ST
1240
Smithfield Trust
Pennsylvania
$22K +$2.35K +40 +12%
TCOV
1241
Trust Company of Vermont
Vermont
$21K -$12K -204 -36%
TFO
1242
Tarbox Family Office
California
$21K +$2.41K +41 +13%
CPFP
1243
Clear Perspectives Financial Planning
Ohio
$21K +$20.6K +350 New
CA
1244
Crewe Advisors
Utah
$20K -$10.3K -176 -34%
CWA
1245
Clearview Wealth Advisors
Oregon
$20K – – –
LWM
1246
Liberty Wealth Management
California
$20K +$5.64K +96 +39%
PWS
1247
Paragon Wealth Strategies
Florida
$20K +$19.9K +338 New
MWC
1248
MBM Wealth Consultants
Missouri
$19K – – –
MPWT
1249
MassMutual Private Wealth & Trust
Connecticut
$19K +$9.29K +158 +99%
GTAM
1250
Global Trust Asset Management
Florida
$18K -$18.4K -313 -51%
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