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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1901
Mascoma Wealth Management
New Hampshire
$34K +$37.5K +900 New
RFWA
1902
RPg Family Wealth Advisory
Massachusetts
$33.7K -$3.05M -73,300 -99%
BCWM
1903
Bartlett & Co Wealth Management
Ohio
$33.3K +$37.1K +890 New
LAS
1904
Lloyd Advisory Services
Georgia
$33K +$34.6K +830 +2,075%
GA
1905
GoalVest Advisory
New York
$33K +$36.2K +870 New
BC
1906
Bartlett & Co
Ohio
$33K +$37.1K +890 New
PP
1907
PFS Partners
New Jersey
$32.6K – – –
KFI
1908
Key Financial Inc
Pennsylvania
$32K – – –
OC
1909
Oakworth Capital
Alabama
$32K – – –
AIC
1910
Archer Investment Corporation
Indiana
$31.8K -$4.16K -100 -11%
BFG
1911
Baron Financial Group
New Jersey
$31.1K – – –
SCA
1912
Stonebridge Capital Advisors
Minnesota
$31K +$5.41K +130 +18%
FFA
1913
Fairfield Financial Advisors
Massachusetts
$30.3K +$33.7K +810 New
PFA
1914
Professional Financial Advisors
Nebraska
$30K – – –
BCM
1915
Blume Capital Management
California
$30K +$6.25K +150 +23%
TIM
1916
Tevis Investment Management
Texas
$28K – – –
TLCM
1917
Twin Lakes Capital Management
California
$28K – – –
SL
1918
Savior LLC
Massachusetts
$27K -$45.8K -1,100 -61%
CIR
1919
Clear Investment Research
Georgia
$27K – – –
LB
1920
Legacy Bridge
Iowa
$27K – – –
TCWA
1921
Ten Capital Wealth Advisors
Washington
$27K – – –
DWMG
1922
DB Wealth Management Group
California
$26K – – –
JSAM
1923
J. Safra Asset Management
New York
$26K – – –
PWP
1924
Pursue Wealth Partners
California
$25.4K +$29.1K +700 New
GLLW
1925
Graves Light Lenhart Wealth
Virginia
$24K -$47.9K -1,150 -64%