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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1926
Prestige Wealth Management Group
New Jersey
$22.7K -$2.14K -98 -9%
PS
1927
Pinney & Scofield
Massachusetts
$22.6K – – –
SIC
1928
SJS Investment Consulting
Ohio
$22.2K – – –
DWM
1929
Dogwood Wealth Management
Kansas
$22K +$5.36K +245 +34%
SWIM
1930
Smallwood Wealth Investment Management
New Jersey
$21.9K +$21.1K +963 New
LFA
1931
LGT Financial Advisors
Texas
$21.1K +$263 +12 +1%
FCG
1932
Financial Connections Group
California
$21K -$1.64K -75 -7%
RBC
1933
Roble Belko & Company
Pennsylvania
$21K – – –
PMIM
1934
Prudent Man Investment Management
Colorado
$20.5K – – –
PCC
1935
Park Circle Company
Maryland
$20.4K – – –
EAM
1936
Eukles Asset Management
Ohio
$20.4K +$6.57K +300 +50%
VFM
1937
Vision Financial Markets
Connecticut
$20.4K – – –
FFA
1938
Frazier Financial Advisors
Ohio
$20K +$9.04K +413 +88%
M
1939
MOTCO
Texas
$19.6K -$31.6K -1,443 -63%
WAS
1940
Winch Advisory Services
Wisconsin
$19.6K -$3.96K -181 -17%
WA
1941
WPG Advisers
Maryland
$19.1K +$6.13K +280 +50%
RWS
1942
Retirement Wealth Solutions
Wisconsin
$19K +$15.3K +700 +515%
HC
1943
Hurley Capital
New York
$19K +$700 +32 +4%
RPA
1944
Redwood Park Advisors
California
$19K +$656 +30 +4%
CWM
1945
Crowley Wealth Management
Delaware
$18.6K +$394 +18 +2%
AT
1946
Avalon Trust
New Mexico
$18.5K +$8.88K +406 +99%
BFS
1947
Bare Financial Services
Pennsylvania
$18.4K +$941 +43 +6%
MHR
1948
Matthew Hamilton Rosenberg
$17.9K – – –
EI
1949
eCIO Inc
Wisconsin
$17.8K +$17.2K +785 New
CCMI
1950
Creative Capital Management Investments
California
$17.5K – – –