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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1126
Curi Wealth Management
North Carolina
$23K +$22.7K +136 New
CWA
1127
Clearview Wealth Advisors
Oregon
$22K -$153K -920 -88%
IHWM
1128
Iron Horse Wealth Management
Iowa
$22K – – –
PFSC
1129
Peoples Financial Services Corp
Pennsylvania
$22K – – –
OSNBOA
1130
Old Second National Bank of Aurora
Illinois
$22K +$1.17K +7 +7%
PWMG
1131
Prestige Wealth Management Group
New Jersey
$22K +$5.83K +35 +39%
JWM
1132
Janiczek Wealth Management
Colorado
$21K -$4.67K -28 -19%
SA
1133
SRH Advisors
Kansas
$21K – – –
SWM
1134
Sugarloaf Wealth Management
Georgia
$21K – – –
HR
1135
Howe & Rusling
New York
$20K -$167 -1 -0.8%
ETC
1136
Exchange Traded Concepts
Oklahoma
$20K +$18.7K +112 New
CFD
1137
Creative Financial Designs
Indiana
$19K +$16K +96 +738%
SOW
1138
State of Wyoming
Wyoming
$18K -$333 -2 -2%
BWL
1139
Bogart Wealth LLC
Virginia
$18K – – –
TIM
1140
Tortoise Investment Management
New York
$18K +$5K +30 +40%
OA
1141
Operose Advisors
Wisconsin
$18K +$16.8K +101 New
KC
1142
Kenfarb & Co
Kentucky
$18K +$17.3K +104 New
HS
1143
Horan Securities
United States
$18K +$17.7K +106 New
FP
1144
Financial Perspectives
Minnesota
$17.4K – – –
HFM
1145
Hartford Financial Management
Connecticut
$17K – – –
DHGWA
1146
Dixon Hughes Goodman Wealth Advisors
North Carolina
$17K +$15.8K +95 New
BHWM
1147
Beaird Harris Wealth Management
Texas
$17K +$16.7K +100 New
MCA
1148
Maryland Capital Advisors
Maryland
$17K +$16.7K +100 New
FAG
1149
Fortitude Advisory Group
Washington
$17K +$17.2K +103 New
HDIM
1150
Hanson & Doremus Investment Management
Vermont
$16K – – –