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Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
2351
Morton Brown Family Wealth
Pennsylvania
$36.1K -$5.66K -41 -14%
TFGT
2352
TS Financial Group (TSFG)
Illinois
$36K +$7.17K +52 +25%
WPWM
2353
Western Pacific Wealth Management
Illinois
$35.4K +$34.6K +251 New
DWMG
2354
DB Wealth Management Group
California
$32.4K
CH
2355
Canton Hathaway
Rhode Island
$31K
CA
2356
Centerpoint Advisors
Massachusetts
$31K
IA
2357
IFS Advisors
Kansas
$30.2K
LOIP
2358
Live Oak Investment Partners
Texas
$30.2K
CWA
2359
Clearview Wealth Advisors
Oregon
$30K -$4.28K -31 -13%
BBPWM
2360
Blue Bell Private Wealth Management
Pennsylvania
$29.6K
LG
2361
LAM Group
Oregon
$28.5K +$27.9K +202 New
GG
2362
Gleason Group
Kentucky
$28.3K +$414 +3 +2%
KC
2363
Knuff & Co
California
$28.2K
RTL
2364
Red Tortoise LLC
Georgia
$27K +$26.5K +192 New
FA
2365
Fiduciary Alliance
South Carolina
$25.4K +$25K +181 New
RWM
2366
Raffa Wealth Management
District of Columbia
$25.4K +$3.31K +24 +15%
PPWM
2367
PFG Private Wealth Management
Florida
$22K +$2.62K +19 +14%
GCM
2368
Gables Capital Management
Florida
$21.1K
LIA
2369
Luken Investment Analytics
Tennessee
$21.1K +$20.7K +150 New
HCM
2370
Horrell Capital Management
Arkansas
$20K
WA
2371
Win Advisors
Florida
$18.6K -$13.5K -98 -43%
DWA
2372
Delos Wealth Advisors
Texas
$18K
SIC
2373
SJS Investment Consulting
Ohio
$17.9K +$3.86K +28 +28%
TCM
2374
Tradewinds Capital Management
Washington
$16.9K +$3.17K +23 +24%
BAM
2375
Bellevue Asset Management
Washington
$16.5K