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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1926
Broadwater Capital
Massachusetts
$13.4K
GCM
1927
Gables Capital Management
Florida
$13.4K -$42.8K -1,430 -75%
CG
1928
Curat Global
New Hampshire
$13K
HIIFS
1929
Harel Insurance Investments & Financial Services
Israel
$13K
BTD
1930
BankPlus Trust Department
Mississippi
$12.9K
AAG
1931
Accordant Advisory Group
Maryland
$12.9K +$13.5K +450 New
MAM
1932
Marquette Asset Management
Minnesota
$12.5K +$12.2K +407 +1,507%
RWM
1933
Rialto Wealth Management
New York
$12.3K +$3.44K +115 +37%
TFGT
1934
TS Financial Group (TSFG)
Illinois
$12K +$30 +1 +0.2%
SHIM
1935
Stone House Investment Management
Pennsylvania
$11.5K +$7.12K +238 +145%
HWA
1936
HHM Wealth Advisors
Tennessee
$11.4K +$11K +369 +1,272%
FDW
1937
Fourth Dimension Wealth
Ohio
$11.3K
GWM
1938
Gilpin Wealth Management
Colorado
$11.2K +$5.72K +191 +96%
BHWM
1939
Bay Harbor Wealth Management
Maryland
$11K +$6.22K +208 +120%
TVWM
1940
Tower View Wealth Management
Wisconsin
$10.9K +$120 +4 +1%
GJIA
1941
Glass Jacobson Investment Advisors
Maryland
$10.7K
ME
1942
McIlrath & Eck
Washington
$10.7K
LFA
1943
LGT Financial Advisors
Texas
$10.5K +$11K +367 New
PF
1944
PlanVest Financial
Maryland
$10.4K +$10.9K +363 New
PWM
1945
Proathlete Wealth Management
Florida
$10.4K
VERPA
1946
Virginia Estate & Retirement Planning Advisors
Virginia
$10.2K +$10.7K +357 New
AF
1947
Align Financial
Minnesota
$10.2K -$306K -10,227 -97%
AP
1948
Atwood & Palmer
Missouri
$9.9K
VWA
1949
VSM Wealth Advisory
Maryland
$9.9K +$60 +2 +0.6%
SRCM
1950
Signature Resources Capital Management
California
$9.79K -$1.38K -46 -12%