Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Blume Capital Management
California
$708 – – –
AWM
502
Accel Wealth Management
Iowa
$679 – – –
DWMG
503
DB Wealth Management Group
California
$679 – – –
RI
504
Ridgewood Investments
New Jersey
$679 +$653 +46 New
CP
505
Castleview Partners
Texas
$664 – – –
2L
506
25 LLC
Missouri
$630 +$624 +44 New
CWA
507
Clearview Wealth Advisors
Oregon
$620 – – –
IA
508
IFS Advisors
Kansas
$619 – – –
FWA
509
FSC Wealth Advisors
New York
$590 – – –
LG
510
LAM Group
Oregon
$590 – – –
OSNBOA
511
Old Second National Bank of Aurora
Illinois
$590 – – –
NECFA
512
New England Capital Financial Advisors
Connecticut
$561 – – –
SC
513
Stephens Consulting
Michigan
$546 – – –
EWP
514
Elevation Wealth Partners
California
$546 +$525 +37 New
EDRH
515
Edmond de Rothschild Holding
Switzerland
$517 -$1.5K -106 -75%
1832 Asset Management
516
1832 Asset Management
Ontario, Canada
$516 – – –
CWC
517
Carolinas Wealth Consulting
North Carolina
$514 – – –
HWA
518
HHM Wealth Advisors
Tennessee
$443 – – –
Jones Financial Companies
519
Jones Financial Companies
Missouri
$428 -$412 -29 -50%
RTL
520
Red Tortoise LLC
Georgia
$428 – – –
FFC
521
First Financial Corp
Indiana
$413 – – –
JWM
522
Janiczek Wealth Management
Colorado
$356 -$142 -10 -29%
ICM
523
Islay Capital Management
Texas
$354 – – –
MFT
524
Moisand Fitzgerald Tamayo
Florida
$340 -$355 -25 -52%
HCM
525
Hollencrest Capital Management
California
$339 – – –