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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
1026
Matthew Hamilton Rosenberg
$4.5K -$10.1K -397 -68%
MLA
1027
MB, Levis & Associates
Pennsylvania
$4.46K
LI
1028
Louisbourg Investments
New Brunswick, Canada
$4.28K
FGA
1029
Fortis Group Advisors
New Jersey
$4.13K
BFP
1030
Briaud Financial Planning
Texas
$4K
SWIM
1031
Smallwood Wealth Investment Management
New Jersey
$3.91K
CIAS
1032
CBIZ Investment Advisory Services
Ohio
$3.79K +$3.92K +154 New
MFT
1033
Moisand Fitzgerald Tamayo
Florida
$3.77K
TCM
1034
Traub Capital Management
Massachusetts
$3.74K +$3.9K +153 New
SWA
1035
SOA Wealth Advisors
New York
$3.7K -$280 -11 -7%
SC
1036
Stephens Consulting
Michigan
$3.6K +$1.2K +47 +47%
MMCM
1037
Murphy & Mullick Capital Management
New York
$3.57K
M
1038
MOTCO
Texas
$3.42K
CMA
1039
Cedar Mountain Advisors
Oregon
$3.25K +$3.39K +133 New
BA
1040
Bellwether Advisors
Nebraska
$3.15K
CSB
1041
City State Bank
Iowa
$3.13K
TFGT
1042
TS Financial Group (TSFG)
Illinois
$3K
PSFG
1043
Park Square Financial Group
Georgia
$2.94K
WA
1044
Whipplewood Advisors
Colorado
$2.86K +$2.34K +92 +368%
BL
1045
BFSG LLC
California
$2.75K
PP
1046
PFS Partners
New Jersey
$2.63K +$25 +1 +0.9%
DFA
1047
DHJJ Financial Advisors
Illinois
$2.58K -$7.54K -296 -74%
CTC
1048
Cetera Trust Company
Minnesota
$2.45K
BFS
1049
Bare Financial Services
Pennsylvania
$2.45K +$2.55K +100 New
OPTFSNA
1050
Old Point Trust & Financial Services N A
Virginia
$2.45K +$2.55K +100 New