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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
3076
Lowe Wealth Advisors
Maryland
$53.9K
MWA
3077
Miller Wealth Advisors
Colorado
$53.2K +$2.51K +11 +5%
BC
3078
Blackhill Capital
New Jersey
$52.3K
PWMG
3079
Private Wealth Management Group
New Jersey
$52.3K +$3.88K +17 +9%
CCA
3080
Criterion Capital Advisors
Tennessee
$49.6K
GWMI
3081
Guardian Wealth Management (Illinois)
Illinois
$47.4K -$228 -1 -0.5%
AWM
3082
Ameliora Wealth Management
Switzerland
$45.8K -$208K -910 -84%
EFP
3083
EnRich Financial Partners
Wisconsin
$44.5K
AF
3084
Aviso Financial
Ontario, Canada
$41.9K -$20.8K -91 -36%
SNB
3085
Security National Bank
Nebraska
$39.2K
AWM
3086
AllSquare Wealth Management
New York
$38.5K
GCM
3087
Glynn Capital Management
California
$38.2K +$33.3K +146 New
OAJ
3088
Ogorek Anthony Joseph
New York
$37K
RTL
3089
Red Tortoise LLC
Georgia
$36.9K
PG
3090
Proffitt & Goodson
Tennessee
$36.9K +$3.88K +17 +14%
MRCM
3091
M&R Capital Management
New Jersey
$36.1K +$22.8K +100 +263%
PIS
3092
POM Investment Strategies
North Carolina
$35.6K
PFG
3093
Peterson Financial Group
Iowa
$35.2K +$30.6K +134 New
UIA
3094
Ulland Investment Advisors
Minnesota
$34K
DF
3095
DecisionPoint Financial
Arizona
$33.5K -$4.33K -19 -13%
CYG
3096
Clean Yield Group
Vermont
$33.5K +$10.9K +48 +60%
B
3097
Birchbrook
Maine
$31.4K -$684 -3 -2%
CAC
3098
Core Alternative Capital
Georgia
$31.1K
PCTC
3099
Perkins Coie Trust Company
Washington
$30.1K +$9.12K +40 +53%
TCG
3100
Transcendent Capital Group
Oklahoma
$29.3K +$25.5K +112 New