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Name Holding Trade Value Shares
Change
Change in
Stake
JF
5001
Joule Financial
Kentucky
$431K +$8.71K +50 +2%
WGS
5002
Washington Growth Strategies
District of Columbia
$430K – – –
BFS
5003
Baskin Financial Services
Ontario, Canada
$429K +$25.1K +144 +7%
AIM
5004
Alhambra Investment Management
Florida
$429K -$17.4K -100 -4%
BCA
5005
Ballentine Capital Advisors
South Carolina
$427K +$77.6K +445 +24%
SGWM
5006
Sterling Group Wealth Management
California
$424K -$14.5K -83 -4%
PWMG
5007
Pinnacle Wealth Management Group
Michigan
$424K +$872 +5 +0.2%
TWP
5008
Tower Wealth Partners
Pennsylvania
$422K +$11.7K +67 +3%
EFG
5009
Erickson Financial Group
Pennsylvania
$422K +$27K +155 +7%
KWM
5010
KMT Wealth Management
California
$420K – – –
SEEDPG
5011
S.E.E.D. Planning Group
New York
$419K -$354K -2,030 -47%
WMS
5012
Wealth Management Strategies
Pennsylvania
$419K -$8.71K -50 -2%
CCM
5013
Charter Capital Management
Wisconsin
$418K – – –
GWM
5014
Global Wealth Management
New Jersey
$417K – – –
GWA
5015
Geometric Wealth Advisors
District of Columbia
$417K +$16.4K +94 +4%
SFP
5016
Strategic Financial Partners
Oregon
$417K +$2.62K +15 +0.7%
PA
5017
PharVision Advisers
Florida
$416K +$389K +2,230 New
PWP
5018
Phillips Wealth Planners
Mississippi
$416K +$2.09K +12 +0.5%
HFA
5019
Hershey Financial Advisers
Pennsylvania
$416K +$95.2K +546 +32%
FW
5020
Fairway Wealth
Ohio
$414K – – –
HCM
5021
Hutchinson Capital Management
California
$413K +$37.1K +213 +11%
BFA
5022
Buttonwood Financial Advisors
Maryland
$412K +$17.1K +98 +5%
JWBC
5023
John W. Brooker & Co
California
$411K +$158K +904 +70%
RIM
5024
Reliant Investment Management
Tennessee
$411K -$133K -765 -26%
MA
5025
MSA Advisors
California
$410K – – –