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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1101
Trifecta Capital Advisors
Illinois
$14.7K +$16.6K +25 New
MTIC
1102
Missouri Trust & Investment Company
Missouri
$13.5K – – –
FWM
1103
Focused Wealth Management
New York
$13K – – –
CP
1104
Castleview Partners
Texas
$13K – – –
FCMT
1105
Founders Capital Management (Texas)
Texas
$13K +$14.6K +22 New
AIC
1106
Archer Investment Corporation
Indiana
$12.4K – – –
BWM
1107
Baystate Wealth Management
Massachusetts
$11.8K -$1.99K -3 -13%
BC
1108
Barrett & Company
Rhode Island
$11.8K – – –
CTA
1109
Colonial Trust Advisors
South Carolina
$11.8K – – –
ME
1110
McIlrath & Eck
Washington
$11.8K – – –
SA
1111
SRH Advisors
Kansas
$11.8K – – –
TF
1112
Tompkins Financial
New York
$11.8K – – –
NIC
1113
Northwest Investment Counselors
Oregon
$11.8K +$6.64K +10 +100%
CSWM
1114
Cassady Schiller Wealth Management
Ohio
$11.8K +$13.3K +20 New
CWP
1115
Concord Wealth Partners
Virginia
$10.6K – – –
CAC
1116
Core Alternative Capital
Georgia
$10.6K – – –
KA
1117
Kozak & Associates
Colorado
$9.56K +$10.6K +16 New
LF
1118
Lee Financial
Texas
$9.42K – – –
CAM
1119
Chesapeake Asset Management
New York
$9.42K +$10.6K +16 New
SWA
1120
SOA Wealth Advisors
New York
$9.31K +$6.19M +9,313 New
VF
1121
VitalStone Financial
Texas
$9K – – –
SIS
1122
Sound Income Strategies
Florida
$8.83K – – –
UCB
1123
United Community Bank
South Carolina
$8.83K – – –
JFG
1124
JDM Financial Group
Texas
$8.83K +$3.98K +6 +67%
SHIM
1125
Stone House Investment Management
Pennsylvania
$8.83K +$9.96K +15 New