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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
2076
Sound Income Strategies
Florida
$148K +$79.9K +335 +129%
WLPWM
2077
Walled Lake Planning & Wealth Management
Illinois
$148K +$1.19K +5 +0.8%
APC
2078
Aspire Private Capital
North Carolina
$147K -$181K -759 -56%
TFM
2079
TFC Financial Management
Massachusetts
$146K
VCM
2080
Versant Capital Management
Arizona
$146K +$716 +3 +0.5%
PP
2081
Pacifica Partners
Canada
$140K +$7.87K +33 +6%
MHR
2082
Matthew Hamilton Rosenberg
$138K
SWA
2083
SOA Wealth Advisors
New York
$134K -$11.9K -50 -9%
BCM
2084
Blume Capital Management
California
$130K +$29.1K +122 +31%
NFSG
2085
Newbridge Financial Services Group
Florida
$128K -$330K -1,383 -73%
MWP
2086
Meridian Wealth Partners
Pennsylvania
$127K +$4.06K +17 +3%
FFC
2087
First Financial Corp
Indiana
$124K -$13.4K -56 -10%
APWA
2088
Atlas Private Wealth Advisors
New Jersey
$123K -$10.3K -43 -8%
FPFS
2089
First Personal Financial Services
North Carolina
$117K -$17.9K -75 -14%
JWM
2090
Janiczek Wealth Management
Colorado
$116K +$40.1K +168 +56%
PGAM
2091
Princeton Global Asset Management
New Jersey
$103K
AWM
2092
Atticus Wealth Management
Florida
$103K +$1.67K +7 +2%
PIM
2093
Platinum Investment Management
Australia
$103K +$13.4K +56 +16%
GWS
2094
Glassman Wealth Services
Virginia
$102K -$52.3K -219 -35%
ST
2095
Sageworth Trust
Pennsylvania
$102K -$14.1K -59 -13%
CCM
2096
Copeland Capital Management
Pennsylvania
$102K
AWM
2097
AllSquare Wealth Management
New York
$101K -$41.3K -173 -30%
RG
2098
Retirement Group
California
$101K -$11.9K -50 -11%
VRM
2099
Vectors Research Management
New York
$100K +$22.4K +94 +31%
MLFP
2100
MPS Loria Financial Planners
Illinois
$95K +$239 +1 +0.3%