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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1626
Raffa Wealth Management
District of Columbia
$28.5K – – –
RCWMU
1627
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K +$27.1K +144 New
FWM
1628
Focused Wealth Management
New York
$27K +$25.4K +135 New
MFT
1629
Moisand Fitzgerald Tamayo
Florida
$26K – – –
M
1630
MOTCO
Texas
$26K – – –
HR
1631
Howe & Rusling
New York
$26K +$3.38K +18 +16%
CWA
1632
Clarus Wealth Advisors
Arizona
$26K +$28.2K +150 New
PGA
1633
Premia Global Advisors
Florida
$25K -$156K -831 -86%
WWMSC
1634
Wagner Wealth Management (South Carolina)
South Carolina
$25K +$10.3K +55 +76%
PWAG
1635
Polaris Wealth Advisory Group
California
$24K -$141K -750 -85%
BWL
1636
Bogart Wealth LLC
Virginia
$24K -$3.01K -16 -11%
BIMC
1637
Benson Investment Management Company
Virginia
$24K – – –
BA
1638
Ballew Advisors
Mississippi
$23K – – –
Cohen & Steers
1639
Cohen & Steers
New York
$22K – – –
BAM
1640
Bruderman Asset Management
New York
$20K – – –
EWM
1641
Edge Wealth Management
New York
$20K – – –
FMP
1642
Financial Management Professionals
Texas
$20K – – –
NCM
1643
New Capital Management
Texas
$20K – – –
PS
1644
Portfolio Strategies
New York
$18K – – –
HT
1645
Heritage Trust
Oklahoma
$18K +$17.3K +92 New
CWM
1646
Cedar Wealth Management
California
$17K +$16.2K +86 New
KL
1647
KWMG LLC
Kansas
$17K +$16.7K +89 New
WIM
1648
Westside Investment Management
California
$16.2K -$3.76K -20 -20%
FCB
1649
First Command Bank
Texas
$16K – – –
FCFS
1650
First Command Financial Services
Texas
$16K – – –