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Name Holding Trade Value Shares
Change
Change in
Stake
MSG
2051
Main Street Group
Virginia
$70.9K – – –
FMP
2052
Financial Management Professionals
Texas
$69K +$6.54K +35 +10%
BC
2053
Barrett & Company
Rhode Island
$67.2K +$9.34K +50 +16%
DCM
2054
Disciplina Capital Management
Tennessee
$66.3K – – –
VC
2055
Vestor Capital
Illinois
$66K -$6.54K -35 -9%
CA
2056
Centerpoint Advisors
Massachusetts
$64K – – –
AAG
2057
Armstrong Advisory Group
Massachusetts
$63.5K -$12.1K -65 -16%
RWM
2058
RMG Wealth Management
Wisconsin
$63.2K – – –
FLFS
2059
Family Legacy Financial Solutions
North Carolina
$62.6K -$42K -225 -40%
FNWA
2060
Financial Network Wealth Advisors
Utah
$61.7K -$14.9K -80 -19%
MFC
2061
Mechanics Financial Corp
Ohio
$61.7K – – –
AWM
2062
Abound Wealth Management
Tennessee
$60K +$934 +5 +2%
BIA
2063
Bell Investment Advisors
California
$59.8K -$8.4K -45 -12%
S
2064
Sachetta
Massachusetts
$58.9K +$8.4K +45 +16%
AWM
2065
AllSquare Wealth Management
New York
$58K – – –
BAM
2066
Byrne Asset Management
New Jersey
$55.2K -$27.1K -145 -33%
RWS
2067
Retirement Wealth Solutions
Wisconsin
$55.2K -$934 -5 -2%
API
2068
Asset Planning Inc
California
$55.2K – – –
PCTC
2069
Perkins Coie Trust Company
Washington
$55.2K – – –
GSWM
2070
Golden State Wealth Management
California
$54.8K -$415K -2,220 -88%
RF
2071
Robbins Farley
New Hampshire
$53.4K +$54.2K +290 New
TIM
2072
Tortoise Investment Management
New York
$53.4K -$1.87K -10 -3%
GA
2073
GoalVest Advisory
New York
$53.4K – – –
DF
2074
Dunhill Financial
United Kingdom
$53.2K +$2.8K +15 +5%
PGAM
2075
Princeton Global Asset Management
New Jersey
$51.5K – – –