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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2151
Crewe Advisors
Utah
$107K -$20.3K -348 -15%
CWM
2152
Cranbrook Wealth Management
Michigan
$107K – – –
SFPG
2153
Stonebridge Financial Planning Group
Florida
$106K +$19.5K +334 +20%
LPIC
2154
LeJeune Puetz Investment Counsel
Michigan
$104K +$108K +1,859 New
WOSD
2155
WFA of San Diego
California
$103K +$107K +1,834 New
RWM
2156
Raffa Wealth Management
District of Columbia
$102K +$5.36K +92 +5%
PAI
2157
Pittenger & Anderson Inc
Nebraska
$100K +$85.5K +1,466 +460%
ARIS
2158
Advanced Research Investment Solutions
California
$98.8K +$103K +1,767 New
ICM
2159
Islay Capital Management
Texas
$98K – – –
CWA
2160
Clearview Wealth Advisors
Oregon
$97K +$58 +1 +0.1%
BHWM
2161
Bay Harbor Wealth Management
Maryland
$96K +$16.3K +279 +20%
APWA
2162
Atlas Private Wealth Advisors
New Jersey
$95K +$58 +1 +0.1%
AAP
2163
Arax Advisory Partners
Colorado
$95K +$32.5K +558 +49%
ONST
2164
Old North State Trust
North Carolina
$92K – – –
GCM
2165
Gables Capital Management
Florida
$91K – – –
LJHT
2166
Laurie J. Hall Trustee
$90K – – –
AIM
2167
Arcadia Investment Management
Michigan
$89K – – –
DWMG
2168
DB Wealth Management Group
California
$89K – – –
EWA
2169
Evolution Wealth Advisors
Florida
$89K +$28.6K +491 +45%
FWM
2170
Focused Wealth Management
New York
$88K +$4.32K +74 +5%
CDIA
2171
Capital Directions Investment Advisors
Georgia
$88K +$18.5K +318 +25%
ME
2172
McIlrath & Eck
Washington
$86K – – –
BWL
2173
Bogart Wealth LLC
Virginia
$85K +$38.5K +661 +77%
KFS
2174
Kelly Financial Services
Massachusetts
$84.7K +$292 +5 +0.3%
TAM
2175
Tucker Asset Management
Colorado
$84.2K +$18.7K +320 +24%