Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2126
N.E.W. Advisory Services
Wisconsin
$5.35K – – –
BWM
2127
Bullock Wealth Management
Indiana
$5.31K – – –
MFP
2128
Meramec Financial Planners
Missouri
$5.22K – – –
LA
2129
LM Advisors
California
$5.13K -$187K -676 -35%
FFC
2130
First Financial Corp
Indiana
$5.11K – – –
HHCP
2131
Hilton Head Capital Partners
South Carolina
$4.86K – – –
PWA
2132
Portus Wealth Advisors
North Carolina
$4.86K +$5.54K +20 New
TM
2133
Torren Management
California
$4.62K -$46.5K -168 -90%
BL
2134
BFSG LLC
California
$4.62K – – –
BH
2135
Burk Holdings
Oklahoma
$4.62K +$5.26K +19 New
SIM
2136
Synergy Investment Management
Florida
$4.62K +$5.26K +19 New
BHWM
2137
Bay Harbor Wealth Management
Maryland
$4.38K -$78.9K -285 -94%
SIS
2138
Strategic Investment Solutions
Illinois
$4.38K -$27.7K -100 -85%
SRCM
2139
Signature Resources Capital Management
California
$4.13K -$554 -2 -11%
1NWS
2140
1 North Wealth Services
Maryland
$4.13K – – –
GIM
2141
Gold Investment Management
Alberta, Canada
$4.13K – – –
CCMI
2142
Creative Capital Management Investments
California
$4.13K +$4.71K +17 New
RBC
2143
Roble Belko & Company
Pennsylvania
$4K – – –
DPW
2144
DiNuzzo Private Wealth
Pennsylvania
$3.89K -$1.39K -5 -24%
AF
2145
Align Financial
Minnesota
$3.65K -$1.45M -5,235 -100%
EPIME
2146
Evelyn Partners Investment Management (Europe)
$3.65K -$18K -65 -81%
VWM
2147
Vermillion Wealth Management
Minnesota
$3.65K +$1.39K +5 +50%
MWM
2148
Magnolia Wealth Management
Alabama
$3.65K +$4.16K +15 New
WAU
2149
Wellington-Altus USA
Manitoba, Canada
$3.48K -$7.48K -27 -61%
TFM
2150
TFC Financial Management
Massachusetts
$3.4K -$2.22K -8 -36%