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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1101
MV Capital Management
Maryland
$9K – – –
TVWM
1102
Tower View Wealth Management
Wisconsin
$9K – – –
BC
1103
Bartlett & Co
Ohio
$8K – – –
NCM
1104
Next Capital Management
New York
$8K +$7.98K +25 New
W
1105
WealthOne
New York
$8K +$7.98K +25 New
BCWM
1106
Bartlett & Co Wealth Management
Ohio
$7.52K – – –
GAM
1107
Guinness Asset Management
United Kingdom
$7K +$957 +3 +15%
OIA
1108
OneDigital Investment Advisors
Kansas
$6K -$16K -50 -71%
SIS
1109
Sound Income Strategies
Florida
$6K – – –
CAL
1110
Capital Advisors Ltd
Ohio
$5K – – –
HCM
1111
Hilton Capital Management
New York
$5K – – –
ME
1112
McIlrath & Eck
Washington
$5K – – –
WCM
1113
WealthBridge Capital Management
Ohio
$5K +$5.11K +16 New
RWM
1114
Raffa Wealth Management
District of Columbia
$4.82K – – –
TL
1115
TrueWealth LLC
Georgia
$4K -$9.89K -31 -72%
OFW
1116
Omnia Family Wealth
Florida
$4K -$2.87K -9 -43%
BCI
1117
Brinker Capital Investments
Pennsylvania
$4K – – –
DBT
1118
Dubuque Bank & Trust
Iowa
$4K – – –
MIFH
1119
Migdal Insurance & Financial Holdings
Israel
$4K – – –
CIA
1120
CSat Investment Advisory
Michigan
$4K +$1.6K +5 +56%
RCG
1121
Ruggie Capital Group
Florida
$4K +$3.83K +12 New
SBL
1122
Sargent Bickham Lagudis
Colorado
$3K -$5.11K -16 -59%
MFT
1123
Moisand Fitzgerald Tamayo
Florida
$3K – – –
PFSC
1124
Peoples Financial Services Corp
Pennsylvania
$3K – – –
TFA
1125
Toth Financial Advisory
Virginia
$3K – – –