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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
2101
Tower View Wealth Management
Wisconsin
$50K -$1.13M -5,725 -95%
FWM
2102
Filbrandt Wealth Management
Wisconsin
$50K -$10.6K -54 -15%
IWP
2103
IAG Wealth Partners
Wisconsin
$50K – – –
DI
2104
Disciplined Investments
Oklahoma
$50K +$197 +1 +0.3%
SFG
2105
Sowa Financial Group
Rhode Island
$46K – – –
EWM
2106
Endurance Wealth Management
Rhode Island
$45K – – –
IA
2107
IndexIQ Advisors
New York
$43K -$394 -2 -0.8%
PCFFS
2108
Pacific Center for Financial Services
California
$43K – – –
FA
2109
Forefront Analytics
Pennsylvania
$36.6K +$43.5K +221 New
GWMIA
2110
Global Wealth Management Investment Advisory
Florida
$36K +$1.38K +7 +3%
LPWM
2111
Lake Point Wealth Management
Texas
$34K +$38.8K +197 +2,463%
PCM
2112
Pinz Capital Management
New York
$33K -$59.1K -300 -60%
BCM
2113
Blume Capital Management
California
$33K – – –
CIAS
2114
CBIZ Investment Advisory Services
Ohio
$33K – – –
SC
2115
Steph & Co
Wisconsin
$33K – – –
CFO
2116
CVA Family Office
Colorado
$33K +$39.4K +200 New
PP
2117
PrairieView Partners
Minnesota
$33K +$39.4K +200 New
OAJ
2118
Ogorek Anthony Joseph
New York
$32K – – –
GIC
2119
Gantzert Investment Company
Illinois
$29K – – –
NCM
2120
New Capital Management
Texas
$27K -$11K -56 -25%
QCMC
2121
Quantum Capital Management (California)
California
$27K – – –
KC
2122
Knuff & Co
California
$25K -$9.85K -50 -25%
FBT
2123
First Bank & Trust
South Dakota
$25K -$3.15K -16 -9%
JWBC
2124
John W. Brooker & Co
California
$25K +$9.85K +50 +50%
FMP
2125
Financial Management Professionals
Texas
$23K +$7.88K +40 +40%