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Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
1951
Live Oak Investment Partners
Texas
$6.12K
NBT
1952
Northwest Bank & Trust
Iowa
$5.9K +$5.22K +65 New
FSWA
1953
Financial Synergies Wealth Advisors
Texas
$5.61K -$241 -3 -5%
NMM
1954
Naples Money Management
Florida
$5.03K +$4.41K +55 New
FFO
1955
Fortitude Family Office
Arizona
$4.81K +$4.25K +53 New
PPC
1956
Park Place Capital
Alabama
$4.7K -$2.09K -26 -34%
FFA
1957
Fairfield Financial Advisors
Massachusetts
$4.7K
DCM
1958
Davis Capital Management
Florida
$4.37K +$3.85K +48 New
HFS
1959
HBC Financial Services
Washington
$4K -$6.26K -78 -60%
CPG
1960
Cornerstone Planning Group
New Jersey
$3.94K +$2.65K +33 +330%
RTL
1961
Red Tortoise LLC
Georgia
$3.72K +$3.29K +41 New
FF
1962
Friedenthal Financial
New Jersey
$3.61K +$3.13K +39 New
WIM
1963
Westside Investment Management
California
$3.39K
AP
1964
Aspect Partners
Virginia
$3.39K +$2.97K +37 New
DPW
1965
DiNuzzo Private Wealth
Pennsylvania
$3.06K +$2.65K +33 New
BCM
1966
Bourgeon Capital Management
Connecticut
$2.73K
LWA
1967
Lowe Wealth Advisors
Maryland
$2.73K
DF
1968
DecisionPoint Financial
Arizona
$2.73K +$963 +12 +67%
BCM
1969
Birch Capital Management
Texas
$2.53K -$13.9K -173 -86%
FCMT
1970
Founders Capital Management (Texas)
Texas
$2.51K
TCA
1971
Trifecta Capital Advisors
Illinois
$2.08K +$1.85K +23 New
LIWM
1972
Long Island Wealth Management
New York
$2K +$1.44K +18 New
GI
1973
GS Investments
Minnesota
$1.64K
TWD
1974
True Wealth Design
Ohio
$1.2K
NMG
1975
New Millennium Group
Utah
$1.18K