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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2276
Sowa Financial Group
Rhode Island
$20K
HF
2277
Halpern Financial
Virginia
$19.7K
PCTC
2278
Perkins Coie Trust Company
Washington
$18K -$125K -1,233 -88%
FNBOSM
2279
First National Bank of South Miami
Florida
$18K -$1.22K -12 -7%
CMA
2280
Cedar Mountain Advisors
Oregon
$18K
GC
2281
Grace Capital
Massachusetts
$16K
NIM
2282
NuWave Investment Management
New Jersey
$14K -$136K -1,342 -91%
APWA
2283
Atlas Private Wealth Advisors
New Jersey
$12K
DWA
2284
Dougherty Wealth Advisers
Minnesota
$11K
HWM
2285
Holloway Wealth Management
Florida
$11K
FA
2286
Financial Advantage
Maryland
$10K
TJHA
2287
Thomas J. Herzfeld Advisors
Florida
$8K
LWA
2288
Lenox Wealth Advisors
New York
$8K +$6.29K +62 +620%
ACM
2289
AUA Capital Management
Pennsylvania
$6K +$5.28K +52 New
CCM
2290
Chiron Capital Management
Florida
$6K +$5.68K +56 New
PG
2291
Proffitt & Goodson
Tennessee
$5K
SWM
2292
Selective Wealth Management
Virginia
$5K
WLPWM
2293
Walled Lake Planning & Wealth Management
Illinois
$5K
WAS
2294
Winch Advisory Services
Wisconsin
$5K
CWA
2295
Carolina Wealth Advisors
South Carolina
$5K +$5.07K +50 New
MFT
2296
Moisand Fitzgerald Tamayo
Florida
$4K
FP
2297
Fiduciary Planning
Florida
$4K +$3.35K +33 New
RBC
2298
Roble Belko & Company
Pennsylvania
$4K +$3.45K +34 New
GG
2299
Gleason Group
Kentucky
$3K
TFA
2300
Transamerica Financial Advisors
Florida
$2K -$12.4K -122 -91%