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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1926
First Personal Financial Services
North Carolina
$33K
TVWM
1927
Tower View Wealth Management
Wisconsin
$33K
YAL
1928
Your Advocates Ltd
Texas
$33K
CA
1929
Cornerstone Advisory
Maryland
$32K +$33.4K +196 New
JGIA
1930
Jackson Grant Investment Advisers
Connecticut
$31K
GM
1931
GeoWealth Management
Illinois
$31K +$9.72K +57 +43%
FPB
1932
First PREMIER Bank
South Dakota
$29K
AFS
1933
Annapolis Financial Services
Maryland
$28K -$17.1K -100 -37%
AWM
1934
AllSquare Wealth Management
New York
$27K -$5.12K -30 -15%
FAM
1935
Fred Alger Management
New York
$26K
IFA
1936
Interactive Financial Advisors
Illinois
$25K
SF
1937
SBK Financial
Virginia
$25K +$25.6K +150 New
TSWM
1938
Tyler-Stone Wealth Management
Ohio
$25K +$26.4K +155 New
BIA
1939
Bell Investment Advisors
California
$24K -$10.4K -61 -30%
TCWA
1940
Ten Capital Wealth Advisors
Washington
$24K
MTWM
1941
Masso Torrence Wealth Management
New Jersey
$24K +$24.7K +145 New
CAL
1942
Capital Advisors Ltd
Ohio
$24K +$25.4K +149 New
HF
1943
Halpern Financial
Virginia
$22.3K +$23.2K +136 New
SCA
1944
Stuart Chaussee & Associates
California
$22K
SWM
1945
Sugarloaf Wealth Management
Georgia
$22K
AFIA
1946
America First Investment Advisors
Nebraska
$20K
AWMS
1947
Advocacy Wealth Management Services
Georgia
$19K
CIM
1948
Contravisory Investment Management
Massachusetts
$19K +$19.6K +115 New
BCA
1949
Bray Capital Advisors
Florida
$18K
Optiver Holding
1950
Optiver Holding
Netherlands
$18K