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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1901
Compass Wealth Management
Connecticut
$39.3K – – –
JWA
1902
JFS Wealth Advisors
Pennsylvania
$36.7K -$624 -6 -2%
PO
1903
Private Ocean
California
$36.5K +$26K +250 +357%
TAM
1904
Tucker Asset Management
Colorado
$36.3K – – –
OLVIG
1905
Oliver Lagore Vanvalin Investment Group
Michigan
$35.4K -$936 -9 -3%
CHA
1906
Carmichael Hill & Associates
Maryland
$35.2K +$32.1K +309 New
DAC
1907
Dividend Assets Capital
South Carolina
$35K +$32.2K +310 New
MG
1908
MilWealth Group
Wisconsin
$34.2K – – –
PP
1909
PrairieView Partners
Minnesota
$34K – – –
CB
1910
CNB Bank
Pennsylvania
$32.7K -$416 -4 -1%
CCA
1911
Column Capital Advisors
Indiana
$32.1K +$2.18K +21 +8%
EWM
1912
Endurance Wealth Management
Rhode Island
$32K +$18.8K +181 +181%
IFAM
1913
Institutional & Family Asset Management
Colorado
$31.8K -$6.86K -66 -19%
LFA
1914
Level Financial Advisors
New York
$30.3K +$2.08K +20 +8%
WSC
1915
Wellington Shields & Co
New York
$29.3K +$20.8K +200 +351%
KFS
1916
Kelly Financial Services
Massachusetts
$29.2K +$3.22K +31 +14%
RWM
1917
Raffa Wealth Management
District of Columbia
$28.9K +$1.98K +19 +8%
NC
1918
NewSquare Capital
Pennsylvania
$26.9K -$18.8K -181 -43%
CP
1919
Castleview Partners
Texas
$26.7K +$9.36K +90 +63%
PMFA
1920
Plante Moran Financial Advisors
Michigan
$26.3K +$3.22K +31 +16%
AA
1921
AlphaMark Advisors
Kentucky
$26K -$936 -9 -4%
GM
1922
GeoWealth Management
Illinois
$26K +$8.94K +86 +62%
SFG
1923
Steward Financial Group
Texas
$25K +$6.76K +65 +40%
FMTCOCP
1924
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K +$17.5K +168 +336%
SIS
1925
Strategic Investment Solutions
Illinois
$23.9K -$69.1K -664 -77%
75 76
77
78 79