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Name Holding Trade Value Shares
Change
Change in
Stake
API
1701
Asset Planning Inc
California
$50K -$8.81K -53 -15%
FGAM
1702
Financial Gravity Asset Management
Texas
$49.6K +$50.1K +301 New
FFWM
1703
Future Financial Wealth Management
Ohio
$49.4K – – –
FWM
1704
FSA Wealth Management
Massachusetts
$49.2K – – –
GC
1705
Garde Capital
Washington
$48.7K +$49.2K +296 New
BL
1706
BFSG LLC
California
$48.2K +$41.9K +252 +615%
PWMA
1707
Pension & Wealth Management Advisors
Massachusetts
$47.8K -$15.6K -94 -24%
SIS
1708
Sound Income Strategies
Florida
$46.1K +$27.3K +164 +141%
WSC
1709
Wellington Shields & Co
New York
$45.6K – – –
TWD
1710
True Wealth Design
Ohio
$44.1K +$40.7K +245 +1,065%
MMCM
1711
Murphy & Mullick Capital Management
New York
$44.1K – – –
HIW
1712
Holos Integrated Wealth
Pennsylvania
$42.3K – – –
MIFH
1713
Migdal Insurance & Financial Holdings
Israel
$42K +$20K +120 +88%
PMFA
1714
Plante Moran Financial Advisors
Michigan
$41.2K -$24.3K -146 -37%
DWM
1715
Darwin Wealth Management
Florida
$40.4K – – –
VNA
1716
Valley National Advisers
Pennsylvania
$38K -$831 -5 -2%
FFA
1717
Frazier Financial Advisors
Ohio
$37.7K – – –
RCM
1718
Raleigh Capital Management
North Carolina
$37.6K -$21.5K -129 -36%
CMP
1719
Coston McIsaac & Partners
Maine
$36K – – –
MFA
1720
McClarren Financial Advisors
Pennsylvania
$35K – – –
TIM
1721
Tortoise Investment Management
New York
$34.9K – – –
1M
1722
1248 Management
Missouri
$34.6K +$34.9K +210 New
RAM
1723
Ramirez Asset Management
New York
$32.9K – – –
CWM
1724
Consultiva Wealth Management
Puerto Rico
$32.9K +$33.3K +200 New
LC
1725
Lavaca Capital
Texas
$32.4K – – –