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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
2201
West Oak Capital
California
$25K -$12.8K -40 -35%
FPB
2202
First PREMIER Bank
South Dakota
$25K
IRAG
2203
Investment Research & Advisory Group
Georgia
$24.9K
TIM
2204
Tortoise Investment Management
New York
$24.2K +$640 +2 +3%
ACA
2205
Atlas Capital Advisors
Wyoming
$24.2K +$3.2K +10 +16%
GJIA
2206
Glass Jacobson Investment Advisors
Maryland
$23.6K +$22.4K +70 New
PFG
2207
Piershale Financial Group
Illinois
$23.6K +$22.4K +70 New
SFCL
2208
Strengthening Families & Communities LLC
Massachusetts
$23K
CH
2209
Canton Hathaway
Rhode Island
$23K +$21.4K +67 New
BCPWM
2210
Bradley & Co Private Wealth Management
Florida
$22.9K
PFC
2211
Phocas Financial Corp
California
$22.2K +$21.1K +66 New
CA
2212
Corrado Advisors
New Jersey
$21.9K +$20.8K +65 New
LWANC
2213
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.5K
CMA
2214
Cedar Mountain Advisors
Oregon
$20.9K
HWA
2215
HHM Wealth Advisors
Tennessee
$20.9K +$5.76K +18 +41%
FWA
2216
Freedom Wealth Alliance
Wisconsin
$20.9K +$19.8K +62 New
OWA
2217
One Wealth Advisors
California
$20.2K +$19.2K +60 New
SFG
2218
Steward Financial Group
Texas
$20K +$19.2K +60 New
LFA
2219
Legend Financial Advisors
Pennsylvania
$19.9K
AWM
2220
Ameliora Wealth Management
Switzerland
$19.2K
RBC
2221
Roble Belko & Company
Pennsylvania
$19K
SC
2222
Steph & Co
Wisconsin
$19K
CIR
2223
Clear Investment Research
Georgia
$19K +$320 +1 +2%
SCA
2224
Stuart Chaussee & Associates
California
$18.5K
PFA
2225
Pathway Financial Advisers
Indiana
$18.5K +$17.6K +55 New