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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1501
Cassady Schiller Wealth Management
Ohio
$18K – – –
EFP
1502
EnRich Financial Partners
Wisconsin
$18K +$18.7K +26 New
RAM
1503
Riggs Asset Management
Pennsylvania
$17.4K -$5.83M -8,119 -100%
SIS
1504
Sound Income Strategies
Florida
$17.3K -$1.44K -2 -7%
TCA
1505
Trifecta Capital Advisors
Illinois
$17.3K – – –
AF
1506
Atala Financial
California
$17.3K +$18K +25 New
RMC
1507
Resources Management Corp
Connecticut
$17K – – –
CWC
1508
Carolinas Wealth Consulting
North Carolina
$16.2K -$40.2K -56 -70%
PSFG
1509
Park Square Financial Group
Georgia
$15.9K +$16.5K +23 New
AWM
1510
Atticus Wealth Management
Florida
$15.2K – – –
FCMT
1511
Founders Capital Management (Texas)
Texas
$15.2K – – –
QC
1512
Quent Capital
New York
$14.6K – – –
TC
1513
Tacita Capital
Ontario, Canada
$14.6K – – –
UIA
1514
Ulland Investment Advisors
Minnesota
$14K – – –
AWM
1515
Activest Wealth Management
Florida
$14K +$5.03K +7 +54%
AGWCA
1516
Annis Gardner Whiting Capital Advisors
Florida
$13.9K -$366K -510 -96%
BC
1517
Barrett & Company
Rhode Island
$13.9K – – –
OPTFSNA
1518
Old Point Trust & Financial Services N A
Virginia
$13.9K – – –
NCM
1519
Northwest Capital Management
Oregon
$13.9K +$14.4K +20 New
PMIM
1520
Prudent Man Investment Management
Colorado
$13.9K +$14.4K +20 New
WIM
1521
Westside Investment Management
California
$13.9K – – –
BHWM
1522
Beaird Harris Wealth Management
Texas
$13.2K – – –
FIA
1523
FPC Investment Advisory
California
$12.6K +$12.2K +17 New
GFPC
1524
Global Financial Private Client
Florida
$12.5K – – –
CF
1525
Conquis Financial
California
$12.5K +$12.9K +18 New