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Name Holding Trade Value Shares
Change
Change in
Stake
EW
1001
Evoke Wealth
California
$11K
GWMIA
1002
Global Wealth Management Investment Advisory
Florida
$11K
RIM
1003
Rockbridge Investment Management
New York
$11K
WOC
1004
West Oak Capital
California
$11K
JPLA
1005
Joseph P. Lucia & Associates
New York
$11K +$11.9K +46 New
BWA
1006
BDO Wealth Advisors
Florida
$10K
TIM
1007
Tortoise Investment Management
New York
$10K
WB
1008
Webster Bank
Connecticut
$10K
WLPWM
1009
Walled Lake Planning & Wealth Management
Illinois
$10K +$10.6K +41 New
CC
1010
Cypress Capital
Tennessee
$9K +$9.29K +36 New
FGAM
1011
Financial Gravity Asset Management
Texas
$9K +$9.54K +37 New
AWM
1012
AllSquare Wealth Management
New York
$8K
SL
1013
Savior LLC
Massachusetts
$8K
SBL
1014
Sargent Bickham Lagudis
Colorado
$8K +$5.16K +20 +182%
SWA
1015
SOA Wealth Advisors
New York
$8K +$8K +31 New
HR
1016
Howe & Rusling
New York
$7K -$3.35K -13 -32%
FFC
1017
First Financial Corp
Indiana
$7K
FRA
1018
Front Row Advisors
California
$7K
TVWM
1019
Tower View Wealth Management
Wisconsin
$7K
RWM
1020
Raffa Wealth Management
District of Columbia
$6.37K
SIC
1021
Salem Investment Counselors
North Carolina
$6K -$18.3K -71 -73%
JWM
1022
Janiczek Wealth Management
Colorado
$6K -$2.32K -9 -26%
EWA
1023
Evolution Wealth Advisors
Florida
$6K
GC
1024
Globeflex Capital
California
$6K
JSP
1025
Jackson Square Partners
California
$6K