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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2576
Moser Wealth Advisors
Washington
$50K +$50.9K +938 New
PCC
2577
Park Circle Company
Maryland
$48K
WAS
2578
Winch Advisory Services
Wisconsin
$45K +$217 +4 +0.5%
APC
2579
Aspire Private Capital
North Carolina
$44K +$7.16K +132 +19%
SQA
2580
Simon Quick Advisors
New Jersey
$44K +$7.37K +136 +19%
EC
2581
Estate Counselors
Wisconsin
$42K -$148K -2,725 -77%
HWM
2582
Holloway Wealth Management
Florida
$42K
CPFP
2583
Clear Perspectives Financial Planning
Ohio
$41K -$16.3K -300 -28%
OAJ
2584
Ogorek Anthony Joseph
New York
$39K
GCM
2585
Gables Capital Management
Florida
$37K
OIS
2586
Okabena Investment Services
Minnesota
$37K
PFA
2587
Professional Financial Advisors
Nebraska
$37K +$108 +2 +0.3%
ACM
2588
Antonetti Capital Management
Florida
$37K +$38K +701 New
BFG
2589
Baron Financial Group
New Jersey
$35.4K +$217 +4 +0.6%
SGAM
2590
Smith Group Asset Management
Texas
$32K
TVWM
2591
Tower View Wealth Management
Wisconsin
$32K +$21.7K +400 +200%
JAM
2592
JCIC Asset Management
Ontario, Canada
$30K
GWMIA
2593
Global Wealth Management Investment Advisory
Florida
$29K
DWMG
2594
DB Wealth Management Group
California
$28K
HGWM
2595
Harvest Group Wealth Management
Massachusetts
$28K
SAM
2596
Strategic Asset Management
Minnesota
$28K +$27.7K +511 New
SL
2597
Savior LLC
Massachusetts
$27K -$29.4K -542 -52%
EWA
2598
Evolution Wealth Advisors
Florida
$27K
RAM
2599
Riggs Asset Management
Pennsylvania
$27K
OCM
2600
Orion Capital Management
California
$27K +$27.1K +500 New