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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1901
Global Wealth Management Investment Advisory
Florida
$65K -$17.4K -138 -22%
LWS
1902
Lucia Wealth Services
California
$65K – – –
FFC
1903
First Financial Corp
Indiana
$64K -$10.2K -81 -14%
HFA
1904
Hoover Financial Advisors
Pennsylvania
$64K +$62K +492 New
NPP
1905
New Potomac Partners
Maryland
$62K – – –
SIA
1906
SeaBridge Investment Advisors
New Jersey
$62K +$60.2K +478 New
CA
1907
Crewe Advisors
Utah
$57K – – –
PFO
1908
Pathstone Family Office
New Jersey
$56K -$112K -885 -67%
MWC
1909
MBM Wealth Consultants
Missouri
$55K – – –
ICM
1910
Islay Capital Management
Texas
$55K +$37.7K +299 +249%
KFS
1911
Kelly Financial Services
Massachusetts
$54.4K +$3.53K +28 +7%
TF
1912
TimeScale Financial
Massachusetts
$54K +$126 +1 +0.2%
MIM
1913
Macroview Investment Management
Maryland
$54K +$2.27K +18 +5%
DTIM
1914
Danda Trouve Investment Management
Kansas
$53K – – –
SIS
1915
Sound Income Strategies
Florida
$53K +$2.9K +23 +6%
HS
1916
Horan Securities
United States
$53K +$7.06K +56 +16%
EWM
1917
Edge Wealth Management
New York
$51K – – –
BBPWM
1918
Blue Bell Private Wealth Management
Pennsylvania
$50K – – –
AP
1919
Atwood & Palmer
Missouri
$49K -$5.17K -41 -10%
BEI
1920
Benjamin Edwards Inc
Missouri
$48K – – –
WCG
1921
Weaver Consulting Group
California
$46K +$14.9K +118 +51%
RWM
1922
Raffa Wealth Management
District of Columbia
$45.5K +$756 +6 +2%
CCA
1923
Column Capital Advisors
Indiana
$44K – – –
APWA
1924
Atlas Private Wealth Advisors
New Jersey
$44K +$42.2K +335 New
AIM
1925
ARK Investment Management
Florida
$43K +$6.43K +51 +18%