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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1051
Raffa Wealth Management
District of Columbia
$38.8K +$1.89K +28 +4%
TIM
1052
Tortoise Investment Management
New York
$38.5K – – –
WPWM
1053
Western Pacific Wealth Management
Illinois
$38.3K -$17.1K -253 -28%
CWP
1054
Concord Wealth Partners
Virginia
$36.9K -$54.9K -814 -56%
JGIA
1055
Jackson Grant Investment Advisers
Connecticut
$36.4K – – –
BCMLT
1056
Beacon Capital Management LLC (Tennessee)
Tennessee
$36K -$2.29K -34 -5%
BC
1057
Bartlett & Co
Ohio
$36K – – –
BCWM
1058
Bartlett & Co Wealth Management
Ohio
$35.9K – – –
TF
1059
TimeScale Financial
Massachusetts
$35.9K +$405 +6 +1%
KFI
1060
Key Financial Inc
Pennsylvania
$35.8K -$52.3K -775 -56%
ASBI
1061
American State Bank (Iowa)
Iowa
$34.8K – – –
MRCM
1062
M&R Capital Management
New Jersey
$34.6K – – –
SCA
1063
Stonebridge Capital Advisors
Minnesota
$34.4K +$135 +2 +0.3%
FSWA
1064
Financial Synergies Wealth Advisors
Texas
$34.3K +$39K +578 +4,129%
TAM
1065
Tucker Asset Management
Colorado
$34K – – –
ARS
1066
Adirondack Retirement Specialists
New York
$32.9K +$28.5K +423 +282%
WPA
1067
West Paces Advisors
Georgia
$32K +$17.7K +262 +90%
CA
1068
Centerpoint Advisors
Massachusetts
$31K – – –
JMF
1069
Johnson Midwest Financial
Iowa
$30.8K – – –
AFIA
1070
America First Investment Advisors
Nebraska
$30.7K – – –
AWM
1071
Accel Wealth Management
Iowa
$30.1K – – –
SIC
1072
SJS Investment Consulting
Ohio
$29.7K -$1.15K -17 -3%
JWA
1073
JFS Wealth Advisors
Pennsylvania
$29.6K -$8.03K -119 -19%
SWA
1074
SOA Wealth Advisors
New York
$29.4K +$270 +4 +0.8%
FCMT
1075
Founders Capital Management (Texas)
Texas
$29K – – –