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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1476
ADE LLC
Maryland
$11K – – –
FA
1477
Financial Advantage
Maryland
$11K – – –
IWMWV
1478
Ironwood Wealth Management (West Virginia)
West Virginia
$11K – – –
EARNEST Partners
1479
EARNEST Partners
Georgia
$11K +$10.6K +215 New
RWM
1480
Raffa Wealth Management
District of Columbia
$11K – – –
EWA
1481
Evolution Wealth Advisors
Florida
$10K – – –
LWA
1482
Lowe Wealth Advisors
Maryland
$10K – – –
PGAM
1483
Princeton Global Asset Management
New Jersey
$10K – – –
CIA
1484
CSat Investment Advisory
Michigan
$9K -$5.67K -115 -40%
HI
1485
Human Investing
Oregon
$9K – – –
MAM
1486
McCarthy Asset Management
California
$9K – – –
SWM
1487
Selective Wealth Management
Virginia
$9K +$2.46K +50 +45%
FPW
1488
Flagship Private Wealth
Massachusetts
$8.17K -$8.08K -164 -51%
PAI
1489
Pittenger & Anderson Inc
Nebraska
$8K – – –
RA
1490
Resolute Advisors
California
$8K +$7.29K +148 New
CA
1491
Centerpoint Advisors
Massachusetts
$7K – – –
HS
1492
Horan Securities
United States
$7K – – –
MSFP
1493
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
TCWA
1494
Ten Capital Wealth Advisors
Washington
$7K +$542 +11 +9%
MIM
1495
Macroview Investment Management
Maryland
$7K +$3.15K +64 +107%
LWA
1496
Lenox Wealth Advisors
New York
$7K +$6.26K +127 New
NL
1497
NVWM LLC
Pennsylvania
$7K +$6.55K +133 New
ACM
1498
Allred Capital Management
Texas
$6.99K +$6.51K +132 New
FP
1499
Financial Perspectives
Minnesota
$6.83K – – –
HFM
1500
Hartford Financial Management
Connecticut
$6K -$690K -14,000 -99%