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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2076
Crewe Advisors
Utah
$119K -$16.4K -343 -13%
TFGT
2077
TS Financial Group (TSFG)
Illinois
$119K +$4.5K +94 +4%
HGWM
2078
Harvest Group Wealth Management
Massachusetts
$117K +$5.03K +105 +5%
GWMIA
2079
Global Wealth Management Investment Advisory
Florida
$112K +$5.17K +108 +5%
RAM
2080
Riggs Asset Management
Pennsylvania
$108K
TWM
2081
Tradition Wealth Management
Minnesota
$108K +$99.1K +2,069 New
GCM
2082
Gables Capital Management
Florida
$107K
HFS
2083
Horizon Financial Services
North Carolina
$107K +$39.6K +827 +68%
WFA
2084
West Financial Advisors
Iowa
$105K +$95.8K +2,000 New
PS
2085
Planned Solutions
California
$104K +$62.3K +1,300 +188%
ARMC
2086
American Research & Management Company
Massachusetts
$103K +$94.4K +1,970 New
HDIM
2087
Hanson & Doremus Investment Management
Vermont
$100K +$7.91K +165 +9%
JWM
2088
Janiczek Wealth Management
Colorado
$99K +$59.5K +1,241 +192%
GFPC
2089
Global Financial Private Client
Florida
$98.2K
AFS
2090
Annapolis Financial Services
Maryland
$97K +$88.5K +1,848 New
AWA
2091
Artemis Wealth Advisors
New York
$96.7K -$89K -1,857 -50%
WLPWM
2092
Walled Lake Planning & Wealth Management
Illinois
$96K +$240 +5 +0.3%
HIM
2093
Hillsdale Investment Management
Ontario, Canada
$94K
MFT
2094
Moisand Fitzgerald Tamayo
Florida
$92K -$9.58K -200 -10%
TFIPS
2095
Towarzystwo Funduszy Inwestycyjnych PZU SA
$91.7K +$83.8K +1,750 New
APWA
2096
Atlas Private Wealth Advisors
New Jersey
$91K -$4.55K -95 -5%
LWA
2097
Lenox Wealth Advisors
New York
$90K +$13.1K +274 +19%
CWA
2098
Clearview Wealth Advisors
Oregon
$90K +$82.7K +1,725 New
HWM
2099
HighMark Wealth Management
Minnesota
$88K +$240 +5 +0.3%
SIS
2100
Sound Income Strategies
Florida
$87K -$1.73K -36 -2%