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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
1801
High Note Wealth
Minnesota
$38.3K +$43.1K +1,911 New
CP
1802
Castleview Partners
Texas
$38K -$23 -1 -0.1%
CNBT
1803
Cornerstone National Bank & Trust
Illinois
$38K – – –
Q1WB
1804
Quest 10 Wealth Builders
Virginia
$37.1K +$41.7K +1,848 New
CJ
1805
Caitlin John
Michigan
$36.9K -$2.32K -103 -5%
DPW
1806
DiNuzzo Private Wealth
Pennsylvania
$36.8K -$9.33K -414 -18%
SO
1807
Sierra Ocean
California
$36.3K +$40.8K +1,811 New
API
1808
Asset Planning Inc
California
$36.1K +$40.6K +1,800 New
AW
1809
Avion Wealth
Texas
$36K +$1.89K +84 +5%
LWA
1810
Lowe Wealth Advisors
Maryland
$35.9K – – –
TCM
1811
TD Capital Management
Tennessee
$35.8K +$1.13K +50 +3%
DP
1812
Denver PWM
Colorado
$35.6K -$556K -24,651 -93%
MAM
1813
Meeder Asset Management
Ohio
$34.4K -$707K -31,381 -95%
NECFA
1814
New England Capital Financial Advisors
Connecticut
$34.3K – – –
CB
1815
Centennial Bank
Arkansas
$34.2K – – –
CBT
1816
CoreFirst Bank & Trust
Kansas
$34K -$12.4K -550 -24%
PFA
1817
Pillar Financial Advisors
Kentucky
$33.8K +$38K +1,684 New
MMCM
1818
Murphy & Mullick Capital Management
New York
$33.6K +$37.8K +1,678 New
IWM
1819
IMG Wealth Management
Florida
$33.5K +$37.7K +1,673 New
NRWA
1820
North Ridge Wealth Advisors
Oregon
$33.1K +$37.2K +1,649 New
NC
1821
NewSquare Capital
Pennsylvania
$32.8K +$5.16K +229 +9%
BL
1822
BFSG LLC
California
$32.7K – – –
CFFP
1823
Center for Financial Planning
Michigan
$32.4K – – –
HFS
1824
Horizon Financial Services
North Carolina
$32.1K – – –
CF
1825
Conquis Financial
California
$32.1K +$36.1K +1,600 New