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Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
3001
O'Brien Wealth Partners
Massachusetts
$56.8K -$11K -24 -17%
FCT
3002
First Community Trust
Iowa
$56.3K
NI
3003
NCP Inc
California
$53.9K +$51.2K +112 New
CMP
3004
Coston McIsaac & Partners
Maine
$53K
DWS
3005
Dynamic Wealth Strategies
California
$52K -$3.2K -7 -6%
IRC
3006
Investors Research Corp
Georgia
$51.5K
CTB
3007
Country Trust Bank
Illinois
$51.5K +$28.8K +63 +143%
BC
3008
Belmont Capital
California
$49.6K +$47.1K +103 New
JAM
3009
JCIC Asset Management
Ontario, Canada
$48.2K -$15.5K -34 -25%
AWM
3010
AllSquare Wealth Management
New York
$48.2K
LFA
3011
Legend Financial Advisors
Pennsylvania
$48.2K
BFS
3012
Burkett Financial Services
South Carolina
$48K +$457 +1 +1%
SA
3013
SRH Advisors
Kansas
$47.2K
MWM
3014
Mascoma Wealth Management
New Hampshire
$45.7K
RFG
3015
RFP Financial Group
Georgia
$45.7K +$3.66K +8 +9%
VWA
3016
Valued Wealth Advisors
Utah
$45.3K +$27K +59 +169%
VF
3017
VitalStone Financial
Texas
$45K +$15.1K +33 +55%
RAM
3018
Riggs Asset Management
Pennsylvania
$44.8K +$9.14K +20 +27%
SIC
3019
SJS Investment Consulting
Ohio
$43.8K -$457 -1 -1%
CBT
3020
CoreFirst Bank & Trust
Kansas
$43.3K -$11.4K -25 -22%
SC
3021
Steph & Co
Wisconsin
$42.9K +$40.7K +89 New
FRA
3022
Frank Rimerman Advisors
California
$41.9K
SN
3023
Sittner & Nelson
Oregon
$41.9K
IPW
3024
Impact Partnership Wealth
Georgia
$41.9K +$1.83K +4 +5%
MCA
3025
Maryland Capital Advisors
Maryland
$40.9K -$2.74K -6 -7%