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Name Holding Trade Value Shares
Change
Change in
Stake
VAG
1001
VisionPoint Advisory Group
Texas
$14.9K
NCM
1002
Northwest Capital Management
Oregon
$14.5K -$2.58K -92 -16%
DFA
1003
DHJJ Financial Advisors
Illinois
$14.3K
RWM
1004
Raffa Wealth Management
District of Columbia
$14.2K
WOC
1005
West Oak Capital
California
$14K
TLCM
1006
Twin Lakes Capital Management
California
$13.9K
HH
1007
HWG Holdings
Texas
$13.7K
PWMG
1008
Private Wealth Management Group
New Jersey
$13K +$12.1K +433 New
AW
1009
Avion Wealth
Texas
$13K +$6.05K +216 +103%
BGAI
1010
Bruce G. Allen Investments
Colorado
$12.9K +$12K +429 New
BBPWM
1011
Blue Bell Private Wealth Management
Pennsylvania
$12.3K
FP
1012
Financial Perspectives
Minnesota
$12.3K +$28 +1 +0.2%
HCM
1013
Hollencrest Capital Management
California
$12.1K
FC
1014
Family CFO
California
$12K
SNB
1015
Security National Bank
Nebraska
$12K +$11.2K +400 New
RBC
1016
Roble Belko & Company
Pennsylvania
$12K
SWA
1017
SOA Wealth Advisors
New York
$11.1K
GKIM
1018
GW&K Investment Management
Massachusetts
$11K +$2.24K +80 +27%
CAC
1019
Core Alternative Capital
Georgia
$11K -$2.27K -81 -18%
HI
1020
Hoey Investments
Pennsylvania
$10.5K
WWM
1021
Wolff Wiese Magana
California
$10.5K
FGA
1022
Fortis Group Advisors
New Jersey
$10.2K +$4.73K +169 +100%
NFA
1023
Northwest Financial Advisors
Virginia
$10K +$9.33K +333 New
FWM
1024
FSA Wealth Management
Massachusetts
$10K +$9.24K +330 New
RS
1025
Rakuten Securities
Japan
$9.99K +$9.3K +332 New