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Name Holding Trade Value Shares
Change
Change in
Stake
FI
2201
FormulaFolio Investments
Michigan
$15K
IWP
2202
IAG Wealth Partners
Wisconsin
$15K
SA
2203
SRH Advisors
Kansas
$15K
SFPG
2204
Stonebridge Financial Planning Group
Florida
$15K
IBOK
2205
Independence Bank of Kentucky
Kentucky
$13K
PP
2206
Pacifica Partners
Canada
$13K +$6.7K +13 +144%
DWA
2207
Delos Wealth Advisors
Texas
$13K +$11.9K +23 New
AW
2208
Avion Wealth
Texas
$12K
DAM
2209
Delta Asset Management
Tennessee
$12K
SFA
2210
Semmax Financial Advisors
North Carolina
$12K
SFO
2211
Standard Family Office
South Dakota
$12K
FMP
2212
Financial Management Professionals
Texas
$12K +$3.61K +7 +54%
MWC
2213
MBM Wealth Consultants
Missouri
$11K
TFA
2214
Toth Financial Advisory
Virginia
$11K
ACM
2215
Anfield Capital Management
California
$11K +$9.28K +18 New
MA
2216
Modus Advisors
Minnesota
$10K +$8.76K +17 New
WWMSC
2217
Wagner Wealth Management (South Carolina)
South Carolina
$9K -$6.19K -12 -43%
UFF
2218
USA Financial Formulas
Michigan
$9K
NC
2219
NewSquare Capital
Pennsylvania
$7K
BCH
2220
Berkshire Capital Holdings
California
$6K
BCM
2221
Bourgeon Capital Management
Connecticut
$6K
CIA
2222
Cascade Investment Advisors
Oregon
$5.86K
KFS
2223
Kelly Financial Services
Massachusetts
$5.86K
LIM
2224
Longfellow Investment Management
Massachusetts
$5K
TJHA
2225
Thomas J. Herzfeld Advisors
Florida
$5K +$515 +1 +14%