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Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
2501
Timber Creek Capital Management
Massachusetts
$13K -$14.8K -125 -52%
DWA
2502
Dougherty Wealth Advisers
Minnesota
$12K
HWM
2503
Holloway Wealth Management
Florida
$12K
SWP
2504
ShoreHaven Wealth Partners
New Jersey
$12K +$118 +1 +1%
FA
2505
Financial Advantage
Maryland
$11K
CAM
2506
ClariVest Asset Management
California
$11K +$11.1K +94 New
RWM
2507
RBA Wealth Management
California
$10.8K +$10.7K +90 New
AW
2508
Avion Wealth
Texas
$9K
TJHA
2509
Thomas J. Herzfeld Advisors
Florida
$9K
LWP
2510
Laurel Wealth Planning
Minnesota
$7K
NFSG
2511
Newbridge Financial Services Group
Florida
$7K +$4.86K +41 +273%
ACM
2512
AUA Capital Management
Pennsylvania
$6K
CWA
2513
Carolina Wealth Advisors
South Carolina
$6K
WAS
2514
Winch Advisory Services
Wisconsin
$6K
EWM
2515
Edge Wealth Management
New York
$6K +$5.45K +46 New
WLPWM
2516
Walled Lake Planning & Wealth Management
Illinois
$5K
EAM
2517
Eukles Asset Management
Ohio
$5K +$4.74K +40 New
LWP
2518
Lumature Wealth Partners
Georgia
$5K +$4.74K +40 New
MFT
2519
Moisand Fitzgerald Tamayo
Florida
$4K -$7.82K -66 -65%
RDFA
2520
Ritter Daniher Financial Advisory
Ohio
$4K
RBC
2521
Roble Belko & Company
Pennsylvania
$4K
CIA
2522
CSat Investment Advisory
Michigan
$4K +$474 +4 +15%
GG
2523
Gleason Group
Kentucky
$3K +$118 +1 +4%
MAWCM
2524
Mine & Arao Wealth Creation & Management
California
$2K
RG
2525
Retirement Group
California
$2K