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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2051
Financial Management Professionals
Texas
$69K +$6.54K +35 +10%
BC
2052
Barrett & Company
Rhode Island
$67.2K +$9.34K +50 +16%
DCM
2053
Disciplina Capital Management
Tennessee
$66.3K
VC
2054
Vestor Capital
Illinois
$66K -$6.54K -35 -9%
CA
2055
Centerpoint Advisors
Massachusetts
$64K
AAG
2056
Armstrong Advisory Group
Massachusetts
$63.5K -$12.1K -65 -16%
RWM
2057
RMG Wealth Management
Wisconsin
$63.2K
FLFS
2058
Family Legacy Financial Solutions
North Carolina
$62.6K -$42K -225 -40%
FNWA
2059
Financial Network Wealth Advisors
Utah
$61.7K -$14.9K -80 -19%
MFC
2060
Mechanics Financial Corp
Ohio
$61.7K
AWM
2061
Abound Wealth Management
Tennessee
$60K +$934 +5 +2%
BIA
2062
Bell Investment Advisors
California
$59.8K -$8.4K -45 -12%
S
2063
Sachetta
Massachusetts
$58.9K +$8.4K +45 +16%
AWM
2064
AllSquare Wealth Management
New York
$58K
BAM
2065
Byrne Asset Management
New Jersey
$55.2K -$27.1K -145 -33%
RWS
2066
Retirement Wealth Solutions
Wisconsin
$55.2K -$934 -5 -2%
API
2067
Asset Planning Inc
California
$55.2K
PCTC
2068
Perkins Coie Trust Company
Washington
$55.2K
GSWM
2069
Golden State Wealth Management
California
$54.8K -$415K -2,220 -88%
RF
2070
Robbins Farley
New Hampshire
$53.4K +$54.2K +290 New
TIM
2071
Tortoise Investment Management
New York
$53.4K -$1.87K -10 -3%
GA
2072
GoalVest Advisory
New York
$53.4K
DF
2073
Dunhill Financial
United Kingdom
$53.2K +$2.8K +15 +5%
PGAM
2074
Princeton Global Asset Management
New Jersey
$51.5K
ACA
2075
American Capital Advisory
Idaho
$49.7K -$934 -5 -2%