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Name Holding Trade Value Shares
Change
Change in
Stake
M
1026
MOTCO
Texas
$6K +$7.31K +27 New
RWM
1027
Raffa Wealth Management
District of Columbia
$5.52K +$2.17K +8 +50%
ME
1028
McIlrath & Eck
Washington
$5K
SWM
1029
Selective Wealth Management
Virginia
$5K
VNA
1030
Valley National Advisers
Pennsylvania
$5K
RDWM
1031
Red Door Wealth Management
Tennessee
$5K +$6.5K +24 New
SCA
1032
Stonebridge Capital Advisors
Minnesota
$4K -$3.79K -14 -45%
CFFP
1033
Center for Financial Planning
Michigan
$4K +$4.6K +17 New
WCM
1034
Wealthcare Capital Management
Virginia
$3K -$2.44K -9 -39%
APC
1035
Aspire Private Capital
North Carolina
$3K
PG
1036
Proffitt & Goodson
Tennessee
$3K
TFGT
1037
TS Financial Group (TSFG)
Illinois
$3K
BWA
1038
BDO Wealth Advisors
Florida
$3K +$3.25K +12 New
CFO
1039
CVA Family Office
Colorado
$3K +$3.52K +13 New
EWP
1040
Engrave Wealth Partners
Texas
$3K +$4.06K +15 New
PO
1041
Private Ocean
California
$2K +$2.98K +11 New
IWP
1042
IAG Wealth Partners
Wisconsin
$1K
LWA
1043
Lenox Wealth Advisors
New York
$1K
SL
1044
Savior LLC
Massachusetts
$1K
SWM
1045
Sugarloaf Wealth Management
Georgia
$1K
TFA
1046
Transamerica Financial Advisors
Florida
$1K
PCTC
1047
Perkins Coie Trust Company
Washington
$1K +$812 +3 New
BFC
1048
Bedel Financial Consulting
Indiana
$1K +$1.08K +4 New
TA
1049
Thor Advisors
New York
$1K +$1.08K +4 New
IFAM
1050
Institutional & Family Asset Management
Colorado
$1K +$1.35K +5 New