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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1851
Grace Capital
Massachusetts
$119K +$116K +3,055 New
RCA
1852
Reitz Capital Advisors
Michigan
$117K +$114K +3,004 New
AWM
1853
AllSquare Wealth Management
New York
$116K – – –
MCA
1854
Mercer Capital Advisers
New Jersey
$115K – – –
SC
1855
Solstein Capital
California
$114K +$57.1K +1,500 +105%
HI
1856
Human Investing
Oregon
$111K – – –
LWANC
1857
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K – – –
CA
1858
Crewe Advisors
Utah
$109K – – –
BFC
1859
Bedel Financial Consulting
Indiana
$105K -$1.56K -41 -2%
TFO
1860
Tarbox Family Office
California
$99K -$17.1K -448 -15%
GCM
1861
Gables Capital Management
Florida
$99K – – –
VCM
1862
Versant Capital Management
Arizona
$97K +$1.26K +33 +1%
BHWM
1863
Bay Harbor Wealth Management
Maryland
$96K -$6.97K -183 -7%
FWM
1864
Filbrandt Wealth Management
Wisconsin
$94K +$62.6K +1,644 +215%
IBOK
1865
Independence Bank of Kentucky
Kentucky
$92K – – –
HI
1866
Hudock Inc
Pennsylvania
$92K +$76 +2 +0.1%
LWA
1867
Lenox Wealth Advisors
New York
$91K +$35.4K +930 +66%
RAM
1868
Riggs Asset Management
Pennsylvania
$87K – – –
TFA
1869
Transamerica Financial Advisors
Florida
$86K +$83.8K +2,201 New
TFGT
1870
TS Financial Group (TSFG)
Illinois
$85K – – –
CC
1871
Centiva Capital
New York
$84K -$1.84M -48,222 -96%
SFPG
1872
Stonebridge Financial Planning Group
Florida
$83K -$7.62K -200 -9%
JIR
1873
James Investment Research
Ohio
$82K -$2.21K -58 -3%
VCM
1874
Vigilant Capital Management
Maine
$82K +$3.88K +102 +5%
CWP
1875
CFM Wealth Partners
Texas
$81K -$20.7K -543 -21%