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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1001
Winch Advisory Services
Wisconsin
$11K
AIS
1002
Accurate Investment Solutions
Pennsylvania
$11K +$150 +1 +1%
LFA
1003
Legacy Financial Advisors
Kentucky
$11K +$1.8K +12 +20%
TA
1004
TCG Advisors
Texas
$9K +$8.85K +59 New
Capstone Investment Advisors
1005
Capstone Investment Advisors
New York
$8K -$405K -2,698 -98%
APSP
1006
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
PWM
1007
PRW Wealth Management
Massachusetts
$8K
DSC
1008
Duncker Streett & Co
Missouri
$8K +$7.5K +50 New
BCI
1009
Brinker Capital Investments
Pennsylvania
$8K +$7.8K +52 New
GSWM
1010
Golden State Wealth Management
California
$7K +$6.3K +42 New
CBT
1011
Capital Bank & Trust
California
$7K +$6.45K +43 New
LHC
1012
Little House Capital
Massachusetts
$7K +$7.5K +50 New
Capital Research Global Investors
1013
Capital Research Global Investors
California
$6K -$233M -1,553,698 -100%
NWM
1014
Northwest Wealth Management
Iowa
$6K
OC
1015
Oakworth Capital
Alabama
$6K
PGWM
1016
Parisi Gray Wealth Management
New Jersey
$6K
PMFA
1017
Plante Moran Financial Advisors
Michigan
$6K
AP
1018
Arlington Partners
Alabama
$6K +$5.7K +38 New
ME
1019
McIlrath & Eck
Washington
$5K -$150 -1 -3%
LFG
1020
Larson Financial Group
Missouri
$5K
SIS
1021
Sound Income Strategies
Florida
$5K
SMFS
1022
Squar Milner Financial Services
California
$5K
AF
1023
Allworth Financial
California
$5K +$4.95K +33 New
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$5K +$5.1K +34 New
KL
1025
KWMG LLC
Kansas
$4K