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Name Holding Trade Value Shares
Change
Change in
Stake
PS
2076
Planning Strategies
Pennsylvania
$39.2K +$36.7K +242 New
CFM
2077
Compass Financial Management
Florida
$38.4K +$35.9K +237 New
SWIM
2078
Smallwood Wealth Investment Management
New Jersey
$37.4K – – –
IRC
2079
Investors Research Corp
Georgia
$37.2K -$7.58K -50 -18%
NF
2080
Napier Financial
Massachusetts
$37.2K – – –
Parallax Volatility Advisers
2081
Parallax Volatility Advisers
California
$37.1K +$34.1K +225 +5,625%
MAM
2082
Meeder Asset Management
Ohio
$37.1K +$6.52K +43 +23%
HBW
2083
Hazlett, Burt & Watson
West Virginia
$36K – – –
Loomis, Sayles & Company
2084
Loomis, Sayles & Company
Massachusetts
$35.9K +$13.2K +87 +64%
WIM
2085
Westside Investment Management
California
$35.3K – – –
RFS
2086
Richardson Financial Services
Massachusetts
$34.8K -$2.27K -15 -7%
OCM
2087
Orion Capital Management
California
$34.8K – – –
DWM
2088
Darwin Wealth Management
Florida
$34.8K +$15.3K +101 +89%
TCM
2089
Tradewinds Capital Management
Washington
$33.4K – – –
GWS
2090
Greykasell Wealth Strategies
California
$33K – – –
MCA
2091
McGuire Capital Advisors
Oklahoma
$32.9K – – –
PWMG
2092
Private Wealth Management Group
New Jersey
$32.9K +$6.82K +45 +28%
FFO
2093
Fortitude Family Office
Arizona
$32.7K +$3.64K +24 +13%
CG
2094
Curat Global
New Hampshire
$32.4K – – –
VWM
2095
Valley Wealth Managers
New Jersey
$32.4K – – –
SNBOSD
2096
Security National Bank of So Dak
Iowa
$32.4K +$30.3K +200 New
WA
2097
Westfuller Advisors
New York
$32.4K +$30.3K +200 New
PSB
2098
Piscataqua Savings Bank
New Hampshire
$31.4K – – –
BFPW
2099
BOK Financial Private Wealth
Colorado
$30.8K +$3.64K +24 +14%
HWA
2100
HHM Wealth Advisors
Tennessee
$30.6K – – –