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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1701
WFA of San Diego
California
$46.8K
1832 Asset Management
1702
1832 Asset Management
Ontario, Canada
$46K -$2.24M -26,086 -98%
PWMG
1703
Prestige Wealth Management Group
New Jersey
$45.5K
SC
1704
Stephens Consulting
Michigan
$44.8K
HWA
1705
HHM Wealth Advisors
Tennessee
$44.7K +$35.9K +418 +275%
PVH
1706
Psagot Value Holdings
Israel
$44K +$48.3K +562 New
VAG
1707
VisionPoint Advisory Group
Texas
$42.1K +$22.1K +257 +92%
FPB
1708
First PREMIER Bank
South Dakota
$42K
TCM
1709
Tradewinds Capital Management
Washington
$41.8K -$3.18K -37 -6%
WPWM
1710
Western Pacific Wealth Management
Illinois
$41.5K
PCFFS
1711
Pacific Center for Financial Services
California
$41.4K -$4.98K -58 -10%
HFM
1712
Hartford Financial Management
Connecticut
$41.2K
CBT
1713
Central Bank & Trust
Kentucky
$39.8K
AWA
1714
Artemis Wealth Advisors
New York
$39.6K +$4.12K +48 +10%
AFG
1715
Albion Financial Group
Utah
$38.9K -$385K -4,489 -90%
OP
1716
ORG Partners
Indiana
$38.6K -$463K -5,389 -92%
CMA
1717
Cedar Mountain Advisors
Oregon
$37.8K -$9.45K -110 -19%
AWA
1718
Authentikos Wealth Advisory
California
$37.4K +$41K +478 New
BFP
1719
Briaud Financial Planning
Texas
$35K +$38.9K +453 New
CSWM
1720
Cassady Schiller Wealth Management
Ohio
$34.7K -$20.5K -239 -35%
CMP
1721
Coston McIsaac & Partners
Maine
$34K -$3.72M -43,268 -99%
TIM
1722
Tortoise Investment Management
New York
$33.5K -$2.58K -30 -7%
MCA
1723
Maryland Capital Advisors
Maryland
$32.8K
KHC
1724
Koesten Hirschmann & Crabtree
Kansas
$30.9K
KFS
1725
Kelly Financial Services
Massachusetts
$30.6K