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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2501
JFS Wealth Advisors
Pennsylvania
$116K -$52.6K -1,077 -32%
FMP
2502
Financial Management Professionals
Texas
$115K -$12.7K -260 -10%
WLPWM
2503
Walled Lake Planning & Wealth Management
Illinois
$115K +$195 +4 +0.2%
JWBC
2504
John W. Brooker & Co
California
$115K +$24.4K +500 +28%
TCCM
2505
Timber Creek Capital Management
Massachusetts
$114K – – –
LFG
2506
Larson Financial Group
Missouri
$114K +$21.3K +436 +24%
ST
2507
Sageworth Trust
Pennsylvania
$114K +$43.7K +895 +64%
LF
2508
Lee Financial
Texas
$113K -$6.15K -126 -5%
VC
2509
Vestor Capital
Illinois
$112K -$9.77K -200 -8%
CM
2510
Castleark Management
Illinois
$110K – – –
EIP
2511
Ellis Investment Partners
Pennsylvania
$109K -$79.3K -1,623 -43%
PCFFS
2512
Pacific Center for Financial Services
California
$109K -$1.17K -24 -1%
FWM
2513
Filbrandt Wealth Management
Wisconsin
$109K +$7.03K +144 +7%
AWM
2514
Accel Wealth Management
Iowa
$105K +$103K +2,110 New
TIAM2
2515
Tru Independence Asset Management 2
Oregon
$104K +$102K +2,086 New
CFG
2516
CKW Financial Group
Hawaii
$103K – – –
YAL
2517
Your Advocates Ltd
Texas
$100K – – –
TFGT
2518
TS Financial Group (TSFG)
Illinois
$98K +$1.86K +38 +2%
MAM
2519
McCarthy Asset Management
California
$98K +$96.4K +1,973 New
SA
2520
SRH Advisors
Kansas
$97K +$244 +5 +0.3%
KFS
2521
Kelly Financial Services
Massachusetts
$95K +$49 +1 +0.1%
PR
2522
Payden & Rygel
California
$95K -$24.4K -500 -21%
CPA
2523
Cowen Prime Advisors
New York
$95K – – –
AJ
2524
Ashburton (Jersey)
Jersey
$93K – – –
NFSG
2525
Newbridge Financial Services Group
Florida
$91K -$17.4K -357 -16%