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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1926
Evolution Wealth Advisors
Florida
$33K +$13K +342 +69%
FMP
1927
Financial Management Professionals
Texas
$33K +$32.7K +859 New
CAL
1928
Capital Advisors Ltd
Ohio
$32K
AAIM
1929
Asset Advisors Investment Management
Georgia
$32K +$31.2K +818 New
RIA
1930
RPG Investment Advisory
California
$31K
AW
1931
Avion Wealth
Texas
$29K
LF
1932
Lee Financial
Texas
$29K +$5.48K +144 +24%
RIM
1933
Rockbridge Investment Management
New York
$29K +$28.6K +750 New
CWM
1934
Cranbrook Wealth Management
Michigan
$28K
MA
1935
MCF Advisors
Kentucky
$28K +$990 +26 +4%
DI
1936
Disciplined Investments
Oklahoma
$27K -$15.4K -404 -37%
BCA
1937
Bray Capital Advisors
Florida
$27K
LWM
1938
Lenox Wealth Management
Ohio
$27K +$4.46K +117 +20%
ICM
1939
Islay Capital Management
Texas
$24K
NC
1940
NewSquare Capital
Pennsylvania
$23K -$26.7K -700 -55%
LB
1941
Legacy Bridge
Iowa
$23K
AA
1942
AlphaMark Advisors
Kentucky
$23K +$3.5K +92 +19%
AIM
1943
AIA Investment Management
Singapore
$22K
LWA
1944
Lowe Wealth Advisors
Maryland
$21K
HWM
1945
Holloway Wealth Management
Florida
$20K
TC
1946
Truvestments Capital
Florida
$19K -$6.93K -182 -27%
OAJ
1947
Ogorek Anthony Joseph
New York
$19K
RWG
1948
Regal Wealth Group
California
$19K +$76 +2 +0.4%
ANBT
1949
American National Bank & Trust
Texas
$19K +$18.4K +482 New
MWC
1950
MBM Wealth Consultants
Missouri
$18K