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Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1926
Coston McIsaac & Partners
Maine
$72K
BONH
1927
Bank of New Hampshire
New Hampshire
$71.9K -$35.7K -250 -35%
GWM
1928
Gitterman Wealth Management
New Jersey
$69.9K +$65.5K +458 New
VWM
1929
Vermillion Wealth Management
Minnesota
$69.5K -$35.7K -250 -35%
RFG
1930
REAP Financial Group
Texas
$69.4K +$24.7K +173 +61%
AFG
1931
Albion Financial Group
Utah
$68.5K
AIC
1932
Archer Investment Corporation
Indiana
$68K +$143 +1 +0.2%
HFM
1933
Hartford Financial Management
Connecticut
$67K
CM
1934
Capula Management
Cayman Islands
$66.4K -$2.71K -19 -4%
JWA
1935
JFS Wealth Advisors
Pennsylvania
$65.5K +$572 +4 +0.9%
OP
1936
ORG Partners
Indiana
$64.1K -$12.1K -85 -17%
TPWA
1937
Twin Peaks Wealth Advisors
California
$63.7K +$57.7K +404 New
DAM
1938
Delta Asset Management
Tennessee
$63.3K
GEA
1939
Glen Eagle Advisors
New Jersey
$62K
ACA
1940
American Capital Advisory
Idaho
$61.9K +$429 +3 +0.7%
PWMG
1941
Prestige Wealth Management Group
New Jersey
$61.8K
BWM
1942
Bernard Wealth Management
Michigan
$61.8K -$2.29K -16 -4%
CMA
1943
Cedar Mountain Advisors
Oregon
$61.5K
SC
1944
Steph & Co
Wisconsin
$60.9K
VFM
1945
Vision Financial Markets
Connecticut
$60.9K
WOSD
1946
WFA of San Diego
California
$60.9K +$57.2K +400 New
ZBNA
1947
Zions Bancorporation, National Association
Utah
$60.3K -$28K -196 -33%
OAJ
1948
Ogorek Anthony Joseph
New York
$60K -$6.72K -47 -11%
RFA
1949
Reyes Financial Architecture
California
$59.5K +$55.9K +391 New
WTFG
1950
Wood Tarver Financial Group
Idaho
$59K