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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2076
CBIZ Investment Advisory Services
Ohio
$47K – – –
TVWM
2077
Tower View Wealth Management
Wisconsin
$46K -$2.75K -33 -5%
KFS
2078
Kelly Financial Services
Massachusetts
$44.2K +$8.18K +98 +21%
IF
2079
Ironwood Financial
Arizona
$44K – – –
SC
2080
Solstein Capital
California
$44K +$14.2K +170 +44%
FMP
2081
Financial Management Professionals
Texas
$43K -$19.2K -230 -29%
LGWM
2082
Litman Gregory Wealth Management
California
$42K +$25K +300 +128%
DCM
2083
Davis Capital Management
Florida
$42K +$44.6K +534 New
HGWM
2084
Harvest Group Wealth Management
Massachusetts
$41K +$10.9K +131 +34%
WCG
2085
Weaver Consulting Group
California
$40K – – –
HIM
2086
Hillsdale Investment Management
Ontario, Canada
$39K -$21.7K -260 -34%
CH
2087
Canton Hathaway
Rhode Island
$39K – – –
TCCM
2088
Timber Creek Capital Management
Massachusetts
$39K – – –
CPA
2089
Cowen Prime Advisors
New York
$39K +$41.7K +500 New
CP
2090
Corbenic Partners
Pennsylvania
$38K – – –
NPP
2091
New Potomac Partners
Maryland
$36K – – –
AC
2092
AlphaCore Capital
California
$33K +$35K +419 New
PP
2093
Pacifica Partners
Canada
$32K – – –
LSA
2094
Lion Street Advisors
Texas
$31K +$32.4K +388 New
PCFFS
2095
Pacific Center for Financial Services
California
$29K – – –
MIM
2096
Macroview Investment Management
Maryland
$29K +$2.59K +31 +9%
LIM
2097
Lagoda Investment Management
New York
$28K -$4.42K -53 -13%
MCA
2098
Mercer Capital Advisers
New Jersey
$28K – – –
GSC
2099
G&S Capital
Colorado
$28K +$83 +1 +0.3%
LFG
2100
Larson Financial Group
Missouri
$28K +$23.1K +277 +374%