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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2501
Financial Management Professionals
Texas
$115K -$12.7K -260 -10%
WLPWM
2502
Walled Lake Planning & Wealth Management
Illinois
$115K +$195 +4 +0.2%
JWBC
2503
John W. Brooker & Co
California
$115K +$24.4K +500 +28%
TCCM
2504
Timber Creek Capital Management
Massachusetts
$114K
LFG
2505
Larson Financial Group
Missouri
$114K +$21.3K +436 +24%
ST
2506
Sageworth Trust
Pennsylvania
$114K +$43.7K +895 +64%
LF
2507
Lee Financial
Texas
$113K -$6.15K -126 -5%
VC
2508
Vestor Capital
Illinois
$112K -$9.77K -200 -8%
CM
2509
Castleark Management
Illinois
$110K
EIP
2510
Ellis Investment Partners
Pennsylvania
$109K -$79.3K -1,623 -43%
PCFFS
2511
Pacific Center for Financial Services
California
$109K -$1.17K -24 -1%
FWM
2512
Filbrandt Wealth Management
Wisconsin
$109K +$7.03K +144 +7%
AWM
2513
Accel Wealth Management
Iowa
$105K +$103K +2,110 New
TIAM2
2514
Tru Independence Asset Management 2
Oregon
$104K +$102K +2,086 New
CFG
2515
CKW Financial Group
Hawaii
$103K
YAL
2516
Your Advocates Ltd
Texas
$100K
TFGT
2517
TS Financial Group (TSFG)
Illinois
$98K +$1.86K +38 +2%
MAM
2518
McCarthy Asset Management
California
$98K +$96.4K +1,973 New
SA
2519
SRH Advisors
Kansas
$97K +$244 +5 +0.3%
KFS
2520
Kelly Financial Services
Massachusetts
$95K +$49 +1 +0.1%
PR
2521
Payden & Rygel
California
$95K -$24.4K -500 -21%
CPA
2522
Cowen Prime Advisors
New York
$95K
AJ
2523
Ashburton (Jersey)
Jersey
$93K
NFSG
2524
Newbridge Financial Services Group
Florida
$91K -$17.4K -357 -16%
NEAM
2525
New England Asset Management
Connecticut
$90K