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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
2576
McClarren Financial Advisors
Pennsylvania
$55K +$163 +3 +0.3%
MWA
2577
Moser Wealth Advisors
Washington
$50K +$50.9K +938 New
PCC
2578
Park Circle Company
Maryland
$48K – – –
WAS
2579
Winch Advisory Services
Wisconsin
$45K +$217 +4 +0.5%
APC
2580
Aspire Private Capital
North Carolina
$44K +$7.16K +132 +19%
SQA
2581
Simon Quick Advisors
New Jersey
$44K +$7.37K +136 +19%
EC
2582
Estate Counselors
Wisconsin
$42K -$148K -2,725 -77%
HWM
2583
Holloway Wealth Management
Florida
$42K – – –
CPFP
2584
Clear Perspectives Financial Planning
Ohio
$41K -$16.3K -300 -28%
OAJ
2585
Ogorek Anthony Joseph
New York
$39K – – –
GCM
2586
Gables Capital Management
Florida
$37K – – –
OIS
2587
Okabena Investment Services
Minnesota
$37K – – –
PFA
2588
Professional Financial Advisors
Nebraska
$37K +$108 +2 +0.3%
ACM
2589
Antonetti Capital Management
Florida
$37K +$38K +701 New
BFG
2590
Baron Financial Group
New Jersey
$35.4K +$217 +4 +0.6%
SGAM
2591
Smith Group Asset Management
Texas
$32K – – –
TVWM
2592
Tower View Wealth Management
Wisconsin
$32K +$21.7K +400 +200%
JAM
2593
JCIC Asset Management
Ontario, Canada
$30K – – –
GWMIA
2594
Global Wealth Management Investment Advisory
Florida
$29K – – –
DWMG
2595
DB Wealth Management Group
California
$28K – – –
HGWM
2596
Harvest Group Wealth Management
Massachusetts
$28K – – –
SAM
2597
Strategic Asset Management
Minnesota
$28K +$27.7K +511 New
SL
2598
Savior LLC
Massachusetts
$27K -$29.4K -542 -52%
EWA
2599
Evolution Wealth Advisors
Florida
$27K – – –
RAM
2600
Riggs Asset Management
Pennsylvania
$27K – – –