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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
601
Mowery & Schoenfeld Wealth Management
Illinois
$138 – – –
RF
602
Robinswood Financial
Washington
$137 +$146 +6 New
PA
603
PSI Advisors
Florida
$115 -$293 -12 -71%
GTAM
604
Global Trust Asset Management
Florida
$115 – – –
MSFP
605
Mark Sheptoff Financial Planning
Connecticut
$115 – – –
MFC
606
Mechanics Financial Corp
Ohio
$115 – – –
SHIM
607
Stone House Investment Management
Pennsylvania
$115 – – –
PBK
608
Peoples Bank (Kansas)
Kansas
$114 – – –
MWA
609
MFA Wealth Advisors
Pennsylvania
$92 – – –
GSEP
610
Golden State Equity Partners
California
$91 +$98 +4 New
FC
611
Fairscale Capital
New Hampshire
$69 – – –
RWM
612
Raffa Wealth Management
District of Columbia
$69 – – –
YAL
613
Your Advocates Ltd
Texas
$69 – – –
CJ
614
Caitlin John
Michigan
$57 – – –
CPG
615
Cornerstone Planning Group
New Jersey
$49 – – –
T
616
Tidemark
California
$46 -$488 -20 -91%
WBC
617
West Branch Capital
Massachusetts
$46 -$49 -2 -50%
EAM
618
Eukles Asset Management
Ohio
$46 – – –
HWA
619
HHM Wealth Advisors
Tennessee
$46 – – –
PPC
620
Park Place Capital
Alabama
$46 – – –
LIA
621
Luken Investment Analytics
Tennessee
$23 -$24 -1 -50%
BFS
622
Burkett Financial Services
South Carolina
$23 – – –
TCM
623
Tradewinds Capital Management
Washington
$23 – – –
CCMLC
624
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$10.5M -399,272 Closed
HCM
625
Hodges Capital Management
Texas
– -$4.49M -170,580 Closed