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Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1051
Legacy Wealth Management (Idaho)
Idaho
$16.9K
WA
1052
WPG Advisers
Maryland
$16.5K +$18.2K +506 New
TCM
1053
TruNorth Capital Management
Michigan
$16.3K -$4.89K -136 -21%
PCC
1054
Park Circle Company
Maryland
$16.3K
SOAMC
1055
Spirit of America Management Corp
New York
$16.3K
AFM
1056
Aspetuck Financial Management
Connecticut
$16.3K +$18K +500 New
JFG
1057
JDM Financial Group
Texas
$16.3K +$18K +500 New
AW
1058
Avion Wealth
Texas
$16K -$216 -6 -1%
RDIA
1059
RE Dickinson Investment Advisors
Iowa
$16K +$1.73K +48 New
RI
1060
Ridgewood Investments
New Jersey
$15.5K
LWANC
1061
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.4K
BGAI
1062
Bruce G. Allen Investments
Colorado
$15.2K
BBPWM
1063
Blue Bell Private Wealth Management
Pennsylvania
$15.1K +$1.94K +54 +13%
TLCM
1064
Twin Lakes Capital Management
California
$15.1K
FWM
1065
FLP Wealth Management
Arkansas
$15K +$16.5K +460 New
CSPIA
1066
Cary Street Partners Investment Advisory
Virginia
$14.7K -$365K -10,166 -96%
HFS
1067
Horizon Financial Services
North Carolina
$13.6K
SO
1068
Sierra Ocean
California
$13.6K +$14.9K +415 New
FP
1069
Financial Perspectives
Minnesota
$13.4K +$36 +1 +0.2%
PWMG
1070
Private Wealth Management Group
New Jersey
$13.3K +$3.81K +106 +35%
HCM
1071
Hollencrest Capital Management
California
$13.1K
DFA
1072
DHJJ Financial Advisors
Illinois
$13.1K -$539 -15 -4%
FC
1073
Family CFO
California
$13.1K
NCM
1074
Northwest Capital Management
Oregon
$13.1K
RBC
1075
Roble Belko & Company
Pennsylvania
$13K