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Name Holding Trade Value Shares
Change
Change in
Stake
DPW
1901
DiNuzzo Private Wealth
Pennsylvania
$6.51K +$1.1K +7 +19%
NBT
1902
Northwest Bank & Trust
Iowa
$5.92K – – –
UWS
1903
Unique Wealth Strategies
Illinois
$5.67K +$5.04K +32 New
NL
1904
NVWM LLC
Pennsylvania
$5.66K – – –
AP
1905
Atwood & Palmer
Missouri
$5.48K – – –
PP
1906
PFS Partners
New Jersey
$5.35K -$1.89K -12 -25%
WCM
1907
Westend Capital Management
California
$5.25K – – –
EAM
1908
Eukles Asset Management
Ohio
$5.18K – – –
TFM
1909
TFC Financial Management
Massachusetts
$5.06K -$315 -2 -6%
MLA
1910
MB, Levis & Associates
Pennsylvania
$5.03K – – –
SC
1911
Swan Capital
Florida
$5.03K +$5.35K +34 New
KFP
1912
Keener Financial Planning
Texas
$5K -$5.98K -38 -50%
CTB
1913
Country Trust Bank
Illinois
$4.74K – – –
KIG
1914
Kessler Investment Group
Indiana
$4.14K – – –
1IA
1915
1620 Investment Advisors
Massachusetts
$4.14K +$4.41K +28 New
SRCM
1916
Signature Resources Capital Management
California
$3.86K – – –
BAM
1917
Bellevue Asset Management
Washington
$3.7K – – –
BFPW
1918
BOK Financial Private Wealth
Colorado
$3.7K +$3.93K +25 New
BCPWM
1919
Bradley & Co Private Wealth Management
Florida
$3.55K – – –
FGA
1920
Fortis Group Advisors
New Jersey
$3.4K – – –
ETS
1921
ESL Trust Services
New York
$3.4K +$3.62K +23 New
LWA
1922
Lowe Wealth Advisors
Maryland
$2.96K – – –
TWD
1923
True Wealth Design
Ohio
$2.96K +$629 +4 +25%
IA
1924
IFS Advisors
Kansas
$2.96K – – –
HWP
1925
Highline Wealth Partners
California
$2.55K – – –