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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1701
Financial Gravity Asset Management
Texas
$49.6K +$50.1K +301 New
FFWM
1702
Future Financial Wealth Management
Ohio
$49.4K
FWM
1703
FSA Wealth Management
Massachusetts
$49.2K
GC
1704
Garde Capital
Washington
$48.7K +$49.2K +296 New
BL
1705
BFSG LLC
California
$48.2K +$41.9K +252 +615%
PWMA
1706
Pension & Wealth Management Advisors
Massachusetts
$47.8K -$15.6K -94 -24%
SIS
1707
Sound Income Strategies
Florida
$46.1K +$27.3K +164 +141%
WSC
1708
Wellington Shields & Co
New York
$45.6K
TWD
1709
True Wealth Design
Ohio
$44.1K +$40.7K +245 +1,065%
MMCM
1710
Murphy & Mullick Capital Management
New York
$44.1K
HIW
1711
Holos Integrated Wealth
Pennsylvania
$42.3K
MIFH
1712
Migdal Insurance & Financial Holdings
Israel
$42K +$20K +120 +88%
PMFA
1713
Plante Moran Financial Advisors
Michigan
$41.2K -$24.3K -146 -37%
DWM
1714
Darwin Wealth Management
Florida
$40.4K
VNA
1715
Valley National Advisers
Pennsylvania
$38K -$831 -5 -2%
FFA
1716
Frazier Financial Advisors
Ohio
$37.7K
RCM
1717
Raleigh Capital Management
North Carolina
$37.6K -$21.5K -129 -36%
CMP
1718
Coston McIsaac & Partners
Maine
$36K
MFA
1719
McClarren Financial Advisors
Pennsylvania
$35K
TIM
1720
Tortoise Investment Management
New York
$34.9K
1M
1721
1248 Management
Missouri
$34.6K +$34.9K +210 New
RAM
1722
Ramirez Asset Management
New York
$32.9K
CWM
1723
Consultiva Wealth Management
Puerto Rico
$32.9K +$33.3K +200 New
LC
1724
Lavaca Capital
Texas
$32.4K
CWM
1725
Cranbrook Wealth Management
Michigan
$30.6K