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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1151
Selective Wealth Management
Virginia
$21K +$21.7K +100 +2,500%
CFFP
1152
Center for Financial Planning
Michigan
$20K
CCM
1153
Cribstone Capital Management
Maine
$20K
RA
1154
Resolute Advisors
California
$20K
IFAM
1155
Institutional & Family Asset Management
Colorado
$20K +$7.61K +35 +54%
FCA
1156
FinTrust Capital Advisors
South Carolina
$19K
PP
1157
PrairieView Partners
Minnesota
$19K
PA
1158
PSI Advisors
Florida
$19K +$21.1K +97 New
Kayne Anderson Rudnick Investment Management
1159
Kayne Anderson Rudnick Investment Management
California
$18K -$14.6K -67 -43%
TC
1160
Truvestments Capital
Florida
$18K -$870 -4 -4%
GCM
1161
Gables Capital Management
Florida
$18K
MWC
1162
MBM Wealth Consultants
Missouri
$18K
PB
1163
Pinnacle Bancorp
Nebraska
$18K
HI
1164
Hoey Investments
Pennsylvania
$18K +$19.6K +90 New
TCCM
1165
Timber Creek Capital Management
Massachusetts
$17K
CFA
1166
Cahill Financial Advisors
Minnesota
$17K +$18.5K +85 New
TFGT
1167
TS Financial Group (TSFG)
Illinois
$16K
ETC
1168
Exchange Traded Concepts
Oklahoma
$15K -$202K -927 -93%
PO
1169
Private Ocean
California
$15K -$18.7K -86 -53%
SPWG
1170
Sage Private Wealth Group
Illinois
$15K
TF
1171
TimeScale Financial
Massachusetts
$15K
TWM
1172
Tradition Wealth Management
Minnesota
$15K +$217 +1 +1%
BHWM
1173
Bay Harbor Wealth Management
Maryland
$15K +$14.8K +68 +1,360%
WIA
1174
Wealthstreet Investment Advisors
Texas
$14K -$137K -630 -90%
SIS
1175
Sound Income Strategies
Florida
$14K -$870 -4 -5%