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Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1926
High Net Worth Advisory Group
Florida
$37K +$38.9K +228 New
RIM
1927
Rockbridge Investment Management
New York
$36K – – –
OA
1928
Operose Advisors
Wisconsin
$35K +$36.7K +215 New
CPA
1929
Cowen Prime Advisors
New York
$33K – – –
FPFS
1930
First Personal Financial Services
North Carolina
$33K – – –
TVWM
1931
Tower View Wealth Management
Wisconsin
$33K – – –
YAL
1932
Your Advocates Ltd
Texas
$33K – – –
CA
1933
Cornerstone Advisory
Maryland
$32K +$33.4K +196 New
JGIA
1934
Jackson Grant Investment Advisers
Connecticut
$31K – – –
GM
1935
GeoWealth Management
Illinois
$31K +$9.72K +57 +43%
FPB
1936
First PREMIER Bank
South Dakota
$29K – – –
AFS
1937
Annapolis Financial Services
Maryland
$28K -$17.1K -100 -37%
RTC
1938
Riverview Trust Company
Washington
$28K – – –
AWM
1939
AllSquare Wealth Management
New York
$27K -$5.12K -30 -15%
FAM
1940
Fred Alger Management
New York
$26K – – –
IFA
1941
Interactive Financial Advisors
Illinois
$25K – – –
SF
1942
SBK Financial
Virginia
$25K +$25.6K +150 New
TSWM
1943
Tyler-Stone Wealth Management
Ohio
$25K +$26.4K +155 New
BIA
1944
Bell Investment Advisors
California
$24K -$10.4K -61 -30%
TCWA
1945
Ten Capital Wealth Advisors
Washington
$24K – – –
MTWM
1946
Masso Torrence Wealth Management
New Jersey
$24K +$24.7K +145 New
CAL
1947
Capital Advisors Ltd
Ohio
$24K +$25.4K +149 New
HF
1948
Halpern Financial
Virginia
$22.3K +$23.2K +136 New
SCA
1949
Stuart Chaussee & Associates
California
$22K – – –
SWM
1950
Sugarloaf Wealth Management
Georgia
$22K – – –