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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1226
Janiczek Wealth Management
Colorado
$174K – – –
TF
1227
Tompkins Financial
New York
$173K – – –
ME
1228
McIlrath & Eck
Washington
$172K +$121K +1,405 +270%
SIC
1229
SJS Investment Consulting
Ohio
$171K +$117K +1,356 +245%
CSC
1230
Caldwell Sutter Capital
California
$162K -$25.8K -300 -14%
CTA
1231
Colonial Trust Advisors
South Carolina
$159K +$8.68K +101 +6%
SWM
1232
Sugarloaf Wealth Management
Georgia
$158K – – –
AA
1233
Alta Advisers
United Kingdom
$152K – – –
WSCM
1234
Wellington Shields Capital Management
New York
$152K – – –
USB
1235
Union Savings Bank
Connecticut
$152K – – –
CAS
1236
Coppell Advisory Solutions
Texas
$149K +$143K +1,664 New
ECM
1237
Elgethun Capital Management
South Dakota
$144K +$430 +5 +0.3%
CH
1238
Cromwell Holdings
Wyoming
$143K +$138K +1,604 New
RA
1239
Ransom Advisory
Rhode Island
$143K -$8.6K -100 -6%
LC
1240
Lindbrook Capital
California
$143K +$16.4K +191 +14%
RA
1241
Rise Advisors
New York
$141K +$774 +9 +0.6%
AWM
1242
Avior Wealth Management
Nebraska
$141K -$107K -1,249 -44%
ST
1243
Smithfield Trust
Pennsylvania
$140K – – –
SAM
1244
Smartleaf Asset Management
Massachusetts
$139K +$47.9K +557 +56%
DCM
1245
Davis Capital Management
Florida
$138K -$1.2K -14 -0.9%
PMFA
1246
Plante Moran Financial Advisors
Michigan
$136K – – –
WOSD
1247
WFA of San Diego
California
$134K +$129K +1,500 New
AF
1248
Advisornet Financial
Minnesota
$132K -$39.7K -462 -24%
IA
1249
IFP Advisors
Florida
$130K -$2.92K -34 -2%
OC
1250
Oakmont Corp
California
$130K – – –