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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1926
Bray Capital Advisors
Florida
$15K – – –
LFA
1927
Level Financial Advisors
New York
$15K – – –
BA
1928
Bivin & Associates
Oklahoma
$14K -$4.29K -26 -21%
IHWM
1929
Iron Horse Wealth Management
Iowa
$14K – – –
WAS
1930
Winch Advisory Services
Wisconsin
$14K +$3.8K +23 +31%
GKIM
1931
GW&K Investment Management
Massachusetts
$12K +$5.29K +32 +63%
HFA
1932
HC Financial Advisors
California
$12K +$14K +85 New
DWMG
1933
DB Wealth Management Group
California
$11K – – –
OSNBOA
1934
Old Second National Bank of Aurora
Illinois
$10K – – –
RIM
1935
Rockbridge Investment Management
New York
$9.29K -$25.6K -155 -70%
CP
1936
Corbenic Partners
Pennsylvania
$9K – – –
AA
1937
Addison Advisors
Vermont
$8K -$28.2K -171 -74%
JWM
1938
Janiczek Wealth Management
Colorado
$8K -$991 -6 -10%
AWM
1939
Activest Wealth Management
Florida
$8K – – –
ARIS
1940
Advanced Research Investment Solutions
California
$8K – – –
DI
1941
Disciplined Investments
Oklahoma
$8K +$661 +4 +8%
ACM
1942
Antonetti Capital Management
Florida
$7K – – –
PPWM
1943
PFG Private Wealth Management
Florida
$7K – – –
RG
1944
Retirement Group
California
$7K – – –
BI
1945
Bramshill Investments
Florida
$7K +$6.94K +42 New
MS
1946
Mizuho Securities
Japan
$6K -$165 -1 -3%
HCM
1947
Horrell Capital Management
Arkansas
$6K – – –
LS
1948
Leelyn Smith
Illinois
$6K – – –
TFGT
1949
TS Financial Group (TSFG)
Illinois
$6K – – –
CWM
1950
Curi Wealth Management
North Carolina
$5K -$15K -91 -73%