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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
2101
Pacific Center for Financial Services
California
$18K
TIM
2102
Tortoise Investment Management
New York
$18K
TF
2103
TimeScale Financial
Massachusetts
$18K +$7.95K +17 +81%
BC
2104
Barnett & Company
Tennessee
$17K
TAIM
2105
TD Ameritrade Investment Management
Nebraska
$17K
MLFP
2106
MPS Loria Financial Planners
Illinois
$16K
SWM
2107
Selective Wealth Management
Virginia
$16K
GLLW
2108
Graves Light Lenhart Wealth
Virginia
$16K +$15.4K +33 New
SC
2109
Sierra Capital
Florida
$16K +$15.4K +33 New
FEG
2110
Financial Enhancement Group
Indiana
$15K -$13.1K -28 -47%
FP
2111
Fiduciary Planning
Florida
$15K +$14.5K +31 New
DAC
2112
Dividend Assets Capital
South Carolina
$14K
FI
2113
FormulaFolio Investments
Michigan
$13K -$1.51M -3,225 -99%
SFPG
2114
Stonebridge Financial Planning Group
Florida
$13K
RMC
2115
Resources Management Corp
Connecticut
$13K +$4.21K +9 +47%
WWMSC
2116
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$13.1K +28 New
CIR
2117
Clear Investment Research
Georgia
$12K
FA
2118
Financial Avengers
California
$12K
IWP
2119
IAG Wealth Partners
Wisconsin
$12K
SA
2120
SRH Advisors
Kansas
$12K
SFO
2121
Standard Family Office
South Dakota
$10K -$737K -1,576 -99%
AW
2122
Avion Wealth
Texas
$10K -$4.67K -10 -33%
IBOK
2123
Independence Bank of Kentucky
Kentucky
$10K
SFA
2124
Semmax Financial Advisors
North Carolina
$10K
DAM
2125
Delta Asset Management
Tennessee
$10K +$9.35K +20 New