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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2101
Prentice Wealth Management
New York
$143K +$133K +887 New
CA
2102
Centerpoint Advisors
Massachusetts
$140K
SL
2103
Savior LLC
Massachusetts
$140K
TCWM
2104
Total Clarity Wealth Management
Illinois
$140K +$130K +868 New
PCG
2105
Private Capital Group
Connecticut
$138K -$107K -714 -46%
RFA
2106
Reilly Financial Advisors
California
$137K +$7.04K +47 +6%
CFO
2107
CVA Family Office
Colorado
$137K +$107K +712 +524%
CHA
2108
Carmichael Hill & Associates
Maryland
$132K +$299 +2 +0.2%
HWMA
2109
Heritage Wealth Management (Arizona)
Arizona
$130K +$12.1K +81 New
WP
2110
WealthShield Partners
North Carolina
$128K +$119K +793 New
JWA
2111
JFS Wealth Advisors
Pennsylvania
$126K
MWP
2112
Meridian Wealth Partners
Pennsylvania
$126K +$2.54K +17 +2%
RTC
2113
Riverview Trust Company
Washington
$123K
SSC
2114
Syverson Strege & Co
Iowa
$122K
DOA
2115
D'Orazio & Associates
Virginia
$119K
TCM
2116
TD Capital Management
Tennessee
$118K
MWM
2117
Mascoma Wealth Management
New Hampshire
$115K +$107K +712 New
PWA
2118
Phoenix Wealth Advisors
North Carolina
$114K
1832 Asset Management
2119
1832 Asset Management
Ontario, Canada
$113K -$5.66M -37,814 -98%
ADIM
2120
Alpha DNA Investment Management
Maryland
$113K -$6.29K -42 -6%
MAM
2121
Marquette Asset Management
Minnesota
$112K
HRC
2122
Hoertkorn Richard Charles
$111K
GRP
2123
Global Retirement Partners
California
$111K +$11.4K +76 +12%
HDIM
2124
Hanson & Doremus Investment Management
Vermont
$109K +$1.65K +11 +2%
SAS
2125
Stelac Advisory Services
New York
$106K -$36.2K -242 -27%