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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2051
Cranbrook Wealth Management
Michigan
$23K +$14.1K +98 +132%
M1FG
2052
Mach-1 Financial Group
Arkansas
$22K -$1.13M -7,823 -98%
KFP
2053
KB Financial Partners
New Jersey
$22K +$24.2K +168 New
TIM
2054
Tortoise Investment Management
New York
$21K +$3.61K +25 +19%
ST
2055
Sageworth Trust
Pennsylvania
$20K -$33.2K -230 -61%
VCM
2056
Vigilant Capital Management
Maine
$20K -$24.1K -167 -53%
SFP
2057
Sterling Financial Planning
New Jersey
$20K +$21.6K +150 New
APW
2058
Acima Private Wealth
Virginia
$19K – – –
SFPG
2059
Stonebridge Financial Planning Group
Florida
$19K – – –
MFA
2060
McClarren Financial Advisors
Pennsylvania
$19K +$288 +2 +1%
SCA
2061
Stuart Chaussee & Associates
California
$18K +$19.5K +135 New
CCA
2062
Column Capital Advisors
Indiana
$17K – – –
HF
2063
Halpern Financial
Virginia
$14.5K +$12.8K +89 +445%
DWP
2064
Destiny Wealth Partners
Florida
$14K – – –
FA
2065
Financial Avengers
California
$14K +$144 +1 +0.9%
BCA
2066
Bray Capital Advisors
Florida
$13K – – –
JWBC
2067
John W. Brooker & Co
California
$13K – – –
SWM
2068
Selective Wealth Management
Virginia
$13K – – –
TCM
2069
TD Capital Management
Tennessee
$13K – – –
PSIWM
2070
Paradigm Strategies in Wealth Management
Minnesota
$13K +$14.4K +100 New
AWC
2071
Abundance Wealth Counselors
Pennsylvania
$11K +$11.5K +80 New
IWP
2072
IAG Wealth Partners
Wisconsin
$10K – – –
NC
2073
NewSquare Capital
Pennsylvania
$10K – – –
TC
2074
Trust Company
Kansas
$10K +$2.16K +15 +25%
ANBT
2075
American National Bank & Trust
Texas
$10K +$10.8K +75 New