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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1301
Highline Wealth Partners
California
$6.15K +$2.32K +31 +55%
MPW
1302
MASECO Private Wealth
$6.1K – – –
WA
1303
Westfuller Advisors
New York
$6K +$524 +7 +9%
PFA
1304
Pillar Financial Advisors
Kentucky
$5.87K – – –
SNB
1305
Security National Bank
Nebraska
$5.8K +$3K +40 +95%
WA
1306
Whipplewood Advisors
Colorado
$5.73K +$6.06K +81 New
IWP
1307
IAG Wealth Partners
Wisconsin
$5.66K – – –
ACA
1308
American Capital Advisory
Idaho
$5.23K -$75 -1 -1%
BHWM
1309
Bay Harbor Wealth Management
Maryland
$5.23K +$449 +6 +9%
JSAM
1310
J. Safra Asset Management
New York
$5.16K +$3.22K +43 +143%
BCWM
1311
Ball & Co Wealth Management
Tennessee
$5K -$18K -240 -76%
BAM
1312
Bellevue Asset Management
Washington
$4.88K – – –
MAM
1313
Morse Asset Management
Connecticut
$4.81K – – –
RWM
1314
Rialto Wealth Management
New York
$4.6K +$1.95K +26 +67%
NRG
1315
Nemes Rush Group
Michigan
$4.53K – – –
HCM
1316
Hollencrest Capital Management
California
$4.46K – – –
TSMHT
1317
Thurston Springer Miller Herd & Titak
Indiana
$4.45K -$9.96K -133 -68%
BHWM
1318
Beaird Harris Wealth Management
Texas
$4.38K – – –
BDPWM
1319
Barnes Dennig Private Wealth Management
Ohio
$4.31K – – –
CTWM
1320
Cherry Tree Wealth Management
Minnesota
$4.24K – – –
SV
1321
Stilwell Value
New York
$4.24K – – –
EP
1322
Essential Partners
California
$4.03K -$51.3K -685 -92%
BCPWM
1323
Bradley & Co Private Wealth Management
Florida
$4.03K – – –
RMC
1324
Resources Management Corp
Connecticut
$4K – – –
GWSA
1325
Global Wealth Strategies & Associates
Colorado
$3.96K -$299 -4 -7%