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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2051
HBC Financial Services
Washington
$160K – – –
TLFA
2052
True Link Financial Advisors
California
$158K +$10.6K +43 +7%
SC
2053
Sierra Capital
Florida
$154K – – –
IRAG
2054
Investment Research & Advisory Group
Georgia
$147K – – –
SSC
2055
Syverson Strege & Co
Iowa
$146K – – –
SWA
2056
SOA Wealth Advisors
New York
$146K +$16K +65 +12%
WLPWM
2057
Walled Lake Planning & Wealth Management
Illinois
$145K – – –
TFM
2058
TFC Financial Management
Massachusetts
$143K – – –
PP
2059
Pacifica Partners
Canada
$141K +$4.67K +19 +3%
MHR
2060
Matthew Hamilton Rosenberg
$136K – – –
APWA
2061
Atlas Private Wealth Advisors
New Jersey
$131K +$10.6K +43 +9%
BCM
2062
Blume Capital Management
California
$127K – – –
FFC
2063
First Financial Corp
Indiana
$122K – – –
FPFS
2064
First Personal Financial Services
North Carolina
$115K – – –
VCM
2065
Versant Capital Management
Arizona
$113K -$31K -126 -21%
JWM
2066
Janiczek Wealth Management
Colorado
$108K -$5.9K -24 -5%
GWS
2067
Glassman Wealth Services
Virginia
$108K +$7.87K +32 +8%
AA
2068
Addison Advisors
Vermont
$106K +$107K +433 New
NFSG
2069
Newbridge Financial Services Group
Florida
$105K -$20.4K -83 -16%
FFG
2070
Ford Financial Group
California
$102K +$103K +419 New
PIM
2071
Platinum Investment Management
Australia
$101K – – –
AWM
2072
Atticus Wealth Management
Florida
$101K +$492 +2 +0.5%
SIS
2073
Sound Income Strategies
Florida
$100K -$45.3K -184 -31%
CCM
2074
Copeland Capital Management
Pennsylvania
$100K – – –
AWM
2075
AllSquare Wealth Management
New York
$98K – – –