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Name Holding Trade Value Shares
Change
Change in
Stake
TFF
1926
The Family Firm
Maryland
$96.1K +$83.9K +553 New
CTWM
1927
Cherry Tree Wealth Management
Minnesota
$96.1K +$47.5K +313 +130%
WAG
1928
Wiser Advisor Group
Arizona
$93.2K +$81.3K +536 New
T
1929
Tidemark
California
$90.2K +$5.76K +38 +8%
TI
1930
Truxt Investmentos
Brazil
$90.2K -$5.62M -37,082 -99%
SIS
1931
Sound Income Strategies
Florida
$89.9K +$3.49K +23 +5%
PP
1932
Pingora Partners
Wyoming
$86.9K -$7.58K -50 -9%
CWM
1933
CarsonAllaria Wealth Management
Illinois
$86.9K – – –
PH
1934
Pinnacle Holdings
Oklahoma
$86.9K – – –
CA
1935
Crewe Advisors
Utah
$86.7K -$36K -237 -32%
NFSG
1936
Newbridge Financial Services Group
Florida
$85.1K -$74.9K -494 -50%
WOSD
1937
WFA of San Diego
California
$82.7K +$72.2K +476 New
B
1938
Birchbrook
Maine
$81.9K – – –
ACM
1939
Accent Capital Management
Ohio
$81.7K +$71.3K +470 New
JSP
1940
Jackson Square Partners
California
$80.5K -$65.5K -432 -48%
LWA
1941
Lowe Wealth Advisors
Maryland
$78.6K – – –
HH
1942
HWG Holdings
Texas
$76K +$66.3K +437 New
SVCP
1943
Silicon Valley Capital Partners
California
$74K +$152 +1 +0.2%
PA
1944
PSI Advisors
Florida
$73.7K +$12.3K +81 +24%
PCM
1945
Perritt Capital Management
Illinois
$73.3K -$8.04K -53 -11%
ME
1946
McIlrath & Eck
Washington
$73.2K +$607 +4 +1%
RBC
1947
Roble Belko & Company
Pennsylvania
$73K – – –
HI
1948
Hoey Investments
Pennsylvania
$71.3K +$1.52K +10 +3%
EWP
1949
Elevation Wealth Partners
California
$70.4K +$10.6K +70 +21%
CCC
1950
Chelsea Counsel Company
California
$69.8K +$45.5K +300 +300%