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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1001
Ten Capital Wealth Advisors
Washington
$16K +$14.7K +92 New
OLVIG
1002
Oliver Lagore Vanvalin Investment Group
Michigan
$15K +$12.9K +81 New
BCWM
1003
Bartlett & Co Wealth Management
Ohio
$14.3K +$13.2K +83 New
BBPWM
1004
Blue Bell Private Wealth Management
Pennsylvania
$14K +$1.27K +8 +11%
BC
1005
Bartlett & Co
Ohio
$14K +$13.2K +83 New
FHA
1006
First Horizon Advisors
Tennessee
$13K -$52.4K -329 -81%
FA
1007
Fortis Advisors
Pennsylvania
$13K
IWP
1008
IAG Wealth Partners
Wisconsin
$13K +$2.55K +16 +27%
AIM
1009
Anchor Investment Management
South Carolina
$12.2K
AAP
1010
Arax Advisory Partners
Colorado
$12K -$1.75K -11 -14%
DHGWA
1011
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K
EIP
1012
Ellis Investment Partners
Pennsylvania
$12K
TF
1013
TimeScale Financial
Massachusetts
$12K
FFA
1014
Fairfield Financial Advisors
Massachusetts
$11.5K +$10.7K +67 New
BAM
1015
Bellevue Asset Management
Washington
$11K
FMP
1016
Financial Management Professionals
Texas
$11K +$1.59K +10 +19%
CWP
1017
Concord Wealth Partners
Virginia
$10K +$4.62K +29 +94%
ACM
1018
ACT Capital Management
Pennsylvania
$9K
FWA
1019
FSC Wealth Advisors
New York
$9K
SFG
1020
Steward Financial Group
Texas
$9K +$5.26K +33 +132%
IA
1021
IndexIQ Advisors
New York
$9K +$8.6K +54 New
ARIS
1022
Advanced Research Investment Solutions
California
$9K +$8.76K +55 New
TFP
1023
Tilia Fiduciary Partners
North Carolina
$8K -$4.78K -30 -41%
COCM
1024
Charter Oak Capital Management
New Hampshire
$8K +$5.42K +34 +283%
LPWM
1025
Lake Point Wealth Management
Texas
$7K