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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1926
Abound Wealth Management
Tennessee
$31.3K +$37.3K +340 New
NL
1927
NVWM LLC
Pennsylvania
$30K – – –
KA
1928
Kozak & Associates
Colorado
$30K +$2.63K +24 +8%
EARNEST Partners
1929
EARNEST Partners
Georgia
$29K – – –
RWM
1930
Raffa Wealth Management
District of Columbia
$28.7K -$9.54K -87 -22%
IHWM
1931
Iron Horse Wealth Management
Iowa
$28K -$7.46K -68 -18%
WWM
1932
Wolff Wiese Magana
California
$28K -$658 -6 -2%
TFGT
1933
TS Financial Group (TSFG)
Illinois
$28K +$768 +7 +2%
BWM
1934
Baystate Wealth Management
Massachusetts
$28K +$11.7K +107 +55%
SAM
1935
Strategic Asset Management
Minnesota
$27K +$7.9K +72 +33%
HWA
1936
HHM Wealth Advisors
Tennessee
$26K – – –
PFA
1937
Professional Financial Advisors
Nebraska
$25K – – –
SJIA
1938
St. James Investment Advisors
New York
$24K +$5.26K +48 +22%
LF
1939
Lee Financial
Texas
$23K +$548 +5 +2%
TAM
1940
Tucker Asset Management
Colorado
$22.8K +$13.4K +122 +130%
HF
1941
Halpern Financial
Virginia
$22.2K +$2.63K +24 +11%
ASBI
1942
American State Bank (Iowa)
Iowa
$22.1K – – –
ACK
1943
Andrew C. Karlinski
$22K – – –
CCA
1944
Column Capital Advisors
Indiana
$22K – – –
M1FG
1945
Mach-1 Financial Group
Arkansas
$22K – – –
MFA
1946
McClarren Financial Advisors
Pennsylvania
$22K +$27K +246 New
BFPW
1947
BOK Financial Private Wealth
Colorado
$21K – – –
CWM
1948
Cranbrook Wealth Management
Michigan
$21K – – –
NOI
1949
Newton One Investments
Delaware
$21K – – –
BC
1950
Burleson & Co
California
$21K +$14.7K +134 +149%