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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1026
Meridian Wealth Partners
Pennsylvania
$15K +$14K +52 New
RBC
1027
Roble Belko & Company
Pennsylvania
$14K – – –
TCM
1028
Tradewinds Capital Management
Washington
$14K +$13.5K +50 New
EW
1029
Evoke Wealth
California
$13K – – –
JPLA
1030
Joseph P. Lucia & Associates
New York
$13K – – –
TFS
1031
TrustCore Financial Services
Tennessee
$13K – – –
WOC
1032
West Oak Capital
California
$13K – – –
RIM
1033
Rockbridge Investment Management
New York
$11K -$1.62K -6 -13%
GWMIA
1034
Global Wealth Management Investment Advisory
Florida
$11K -$809 -3 -7%
TIM
1035
Tortoise Investment Management
New York
$11K – – –
WLPWM
1036
Walled Lake Planning & Wealth Management
Illinois
$11K – – –
WB
1037
Webster Bank
Connecticut
$11K – – –
Loomis, Sayles & Company
1038
Loomis, Sayles & Company
Massachusetts
$11K +$10.8K +40 New
SIS
1039
Sound Income Strategies
Florida
$10.9K +$5.39K +20 +105%
RMC
1040
Resources Management Corp
Connecticut
$10K -$13.5K -50 -59%
SL
1041
Savior LLC
Massachusetts
$10K – – –
SBL
1042
Sargent Bickham Lagudis
Colorado
$10K +$1.35K +5 +16%
AWM
1043
AllSquare Wealth Management
New York
$9K – – –
RWM
1044
Raffa Wealth Management
District of Columbia
$8.67K +$1.35K +5 +19%
FFC
1045
First Financial Corp
Indiana
$8K – – –
FRA
1046
Front Row Advisors
California
$8K – – –
TVWM
1047
Tower View Wealth Management
Wisconsin
$8K – – –
BCM
1048
Blume Capital Management
California
$8K +$7.55K +28 New
PI
1049
PineBridge Investments
New York
$7K -$8.2M -30,390 -100%
SWA
1050
SOA Wealth Advisors
New York
$7K -$809 -3 -10%