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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1076
Baldwin Wealth Partners
Massachusetts
$5K
MAWCM
1077
Mine & Arao Wealth Creation & Management
California
$5K
CSB
1078
City State Bank
Iowa
$5K +$4.19K +128 New
MGIM
1079
M&G Investment Management
United Kingdom
$4.41K -$21.2M -647,633 -85%
AA
1080
Ancora Advisors
Ohio
$4K
AFS
1081
Annapolis Financial Services
Maryland
$4K
FEG
1082
Financial Enhancement Group
Indiana
$4K
TIM
1083
Tortoise Investment Management
New York
$4K
TLFA
1084
True Link Financial Advisors
California
$4K
TFGT
1085
TS Financial Group (TSFG)
Illinois
$4K
CCM
1086
Copeland Capital Management
Pennsylvania
$4K +$3.17K +97 New
CSWM
1087
Cassady Schiller Wealth Management
Ohio
$4K +$3.6K +110 New
SC
1088
Stephens Consulting
Michigan
$3.77K +$3.27K +100 New
SSC
1089
Syverson Strege & Co
Iowa
$3K -$6.25K -191 -70%
HFA
1090
HC Financial Advisors
California
$3K
IHWM
1091
Iron Horse Wealth Management
Iowa
$3K
VCM
1092
Vigilant Capital Management
Maine
$3K
KFP
1093
KB Financial Partners
New Jersey
$3K +$2.26K +69 New
AP
1094
Arlington Partners
Alabama
$3K +$2.81K +86 New
SC
1095
Schubert & Co
Texas
$3K +$2.88K +88 New
AWMS
1096
Advocacy Wealth Management Services
Georgia
$2K
AW
1097
Alaethes Wealth
Nevada
$2K
CB
1098
CNB Bank
Pennsylvania
$2K
FBT
1099
First Bank & Trust
South Dakota
$2K
LWP
1100
Laurel Wealth Planning
Minnesota
$2K