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Name Holding Trade Value Shares
Change
Change in
Stake
APFP
1951
Action Point Financial Planning
Michigan
$120K +$114K +750 New
B
1952
Birchbrook
Maine
$117K
CC
1953
Corsicana & Co
Texas
$115K
PWMA
1954
Pension & Wealth Management Advisors
Massachusetts
$114K -$6.97K -46 -6%
AIC
1955
Archer Investment Corporation
Indiana
$114K +$38.2K +252 +56%
S
1956
Sachetta
Massachusetts
$113K +$10K +66 +10%
SR
1957
Swiss Re
Switzerland
$113K +$93.2K +615 +741%
EWP
1958
Elevation Wealth Partners
California
$112K +$3.33K +22 +3%
PP
1959
Pacifica Partners
Canada
$112K
HFS
1960
Horizon Financial Services
North Carolina
$111K +$20K +132 +24%
AIS
1961
Advocate Investing Services
Maryland
$109K
CFSG
1962
Community Financial Services Group
Vermont
$109K -$10.2K -67 -9%
FDCP
1963
Foster Dykema Cabot & Partners
Massachusetts
$108K
GKIM
1964
GW&K Investment Management
Massachusetts
$108K -$7.28K -48 -7%
PGAM
1965
Princeton Global Asset Management
New Jersey
$108K -$4.85K -32 -5%
LAS
1966
Lloyd Advisory Services
Georgia
$107K +$94.7K +625 +1,689%
NWM
1967
Nova Wealth Management
Florida
$105K
JWA
1968
JFS Wealth Advisors
Pennsylvania
$105K +$3.79K +25 +4%
1CP
1969
1015 Capital Partners
Pennsylvania
$104K +$152 +1 +0.2%
SGFG
1970
Silver Grove Financial Group
New York
$99K +$85K +561 +1,122%
SSG
1971
Summit Securities Group
New York
$97.8K -$92.8K -612 -50%
RBC
1972
Roble Belko & Company
Pennsylvania
$97K -$909 -6 -1%
GCP
1973
Gill Capital Partners
Colorado
$96.7K
UIA
1974
Ulland Investment Advisors
Minnesota
$95K
TCM
1975
TD Capital Management
Tennessee
$89.6K