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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1851
Bogart Wealth LLC
Virginia
$139K
RFA
1852
Register Financial Advisors
Georgia
$135K +$1.46K +6 +1%
CH
1853
Canton Hathaway
Rhode Island
$134K +$33.2K +136 +32%
TWM
1854
Tradition Wealth Management
Minnesota
$131K +$244 +1 +0.2%
RTC
1855
Riverview Trust Company
Washington
$130K
CWM
1856
Cranbrook Wealth Management
Michigan
$128K
PPC
1857
Park Place Capital
Alabama
$128K
TLA
1858
Tanglewood Legacy Advisors
Texas
$126K
SIC
1859
SJS Investment Consulting
Ohio
$123K +$1.95K +8 +2%
AF
1860
Advisornet Financial
Minnesota
$123K -$49.5K -203 -28%
QL
1861
Quarry LP
New York
$121K +$63.1K +259 +106%
EAM
1862
EdenTree Asset Management
United Kingdom
$120K -$610K -2,500 -83%
AA
1863
Addison Advisors
Vermont
$118K
TSWM
1864
Tyler-Stone Wealth Management
Ohio
$117K
CFD
1865
Creative Financial Designs
Indiana
$117K
TIM
1866
Tortoise Investment Management
New York
$115K +$731 +3 +0.6%
CSC
1867
Caldwell Sutter Capital
California
$114K
GPI
1868
General Partner Inc
Pennsylvania
$114K
PCFFS
1869
Pacific Center for Financial Services
California
$114K +$36.6K +150 +46%
JFA
1870
JNBA Financial Advisors
Minnesota
$114K +$1.71K +7 +1%
PO
1871
Private Ocean
California
$113K
CTWM
1872
Cherry Tree Wealth Management
Minnesota
$112K
VIA
1873
Virtus Investment Advisers
Connecticut
$108K +$109K +448 New
WOSD
1874
WFA of San Diego
California
$107K
ITIM
1875
Indiana Trust & Investment Management
Indiana
$105K +$106K +435 New