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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
3201
Ritter Daniher Financial Advisory
Ohio
$56.8K – – –
VF
3202
VitalStone Financial
Texas
$56K +$59.3K +522 New
RWM
3203
Raffa Wealth Management
District of Columbia
$55.8K -$17K -150 -24%
HWM
3204
Horizons Wealth Management
North Carolina
$55.8K +$3.07K +27 +6%
TWD
3205
True Wealth Design
Ohio
$55.8K -$93.8K -826 -63%
MWM
3206
Mascoma Wealth Management
New Hampshire
$54K -$58.4K -514 -50%
PP
3207
Pacifica Partners
Canada
$51.4K – – –
NMG
3208
New Millennium Group
Utah
$50.6K -$908 -8 -2%
WAM
3209
WFA Asset Management
Wisconsin
$50.6K -$82.9K -730 -62%
DWA
3210
Delos Wealth Advisors
Texas
$48.5K – – –
TVWM
3211
Tower View Wealth Management
Wisconsin
$47K +$341 +3 +0.7%
JFG
3212
JDM Financial Group
Texas
$46.2K – – –
PCC
3213
Park Circle Company
Maryland
$46.2K – – –
OA
3214
Operose Advisors
Wisconsin
$43.5K – – –
BSC
3215
Brown Shipley & Co
United Kingdom
$43.4K – – –
FRA
3216
Front Row Advisors
California
$42K – – –
IHWM
3217
Iron Horse Wealth Management
Iowa
$41.2K – – –
WAS
3218
Winch Advisory Services
Wisconsin
$41K – – –
AWM
3219
Activest Wealth Management
Florida
$39.9K +$41K +361 New
CCMW
3220
Cypress Capital Management (Wyoming)
Wyoming
$38.9K – – –
LFA
3221
Legend Financial Advisors
Pennsylvania
$37.9K – – –
LFA
3222
Level Financial Advisors
New York
$36.9K +$11.4K +100 +45%
FA
3223
Financial Avengers
California
$36.5K +$227 +2 +0.6%
TCM
3224
Tradewinds Capital Management
Washington
$34.5K -$4.88K -43 -13%
BSWA
3225
Bromfield Sneider Wealth Advisors
Massachusetts
$32.3K – – –