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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1951
Legacy Bridge
Iowa
$26.8K – – –
DWMG
1952
DB Wealth Management Group
California
$26.4K – – –
MWM
1953
Mascoma Wealth Management
New Hampshire
$26.4K – – –
SPWM
1954
Spartan Planning & Wealth Management
North Carolina
$25.7K +$28.8K +680 New
AWA
1955
Authentikos Wealth Advisory
California
$24.9K +$28K +660 New
PB
1956
Pinnacle Bancorp
Nebraska
$23K – – –
WTG
1957
West Tower Group
Virginia
$23K +$25.9K +610 New
TFM
1958
TFC Financial Management
Massachusetts
$22.7K -$424 -10 -2%
PO
1959
Private Ocean
California
$21.5K -$1.27K -30 -5%
RFA
1960
Register Financial Advisors
Georgia
$21.5K – – –
RWM
1961
Raffa Wealth Management
District of Columbia
$21.1K – – –
FFL
1962
Financial Freedom LLC
Ohio
$19.6K -$1.27K -30 -5%
SWM
1963
Sugarloaf Wealth Management
Georgia
$19.6K – – –
RG
1964
Retirement Group
California
$19.3K -$15.3K -360 -41%
BONH
1965
Bank of New Hampshire
New Hampshire
$19.3K -$6.36K -150 -23%
SSG
1966
Summit Securities Group
New York
$19K -$42.4K -1,000 -67%
GCGDR
1967
Geo Capital Gestora de Recursos
Brazil
$19K -$6.36K -150 -23%
SC
1968
Sawyer & Company
Massachusetts
$19K – – –
IA
1969
IFS Advisors
Kansas
$18.9K – – –
PP
1970
PFS Partners
New Jersey
$18.9K – – –
M
1971
MOTCO
Texas
$18.5K – – –
TAM
1972
Tucker Asset Management
Colorado
$18.1K +$1.27K +30 +7%
BOC
1973
Bull Oak Capital
California
$17.4K +$19.5K +460 New
CT
1974
Clearstead Trust
Maine
$16.6K – – –
JMF
1975
Johnson Midwest Financial
Iowa
$16.2K – – –
77 78
79
80 81