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Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
1901
Brand Asset Management Group
Missouri
$41K
LWA
1902
Lenox Wealth Advisors
New York
$40K -$13.6K -61 -24%
TCWA
1903
Ten Capital Wealth Advisors
Washington
$39K
CH
1904
Canton Hathaway
Rhode Island
$37K
CWA
1905
Clearview Wealth Advisors
Oregon
$36K -$19.6K -88 -34%
TC
1906
Trust Company
Kansas
$36K
EP
1907
Elkhorn Partners
Nebraska
$36K +$37.8K +170 New
WWMSC
1908
Wagner Wealth Management (South Carolina)
South Carolina
$36K +$38.1K +171 New
KFS
1909
Kelly Financial Services
Massachusetts
$35.4K +$28.5K +128 +328%
COCM
1910
Charter Oak Capital Management
New Hampshire
$35K
MG
1911
MilWealth Group
Wisconsin
$35K +$36.7K +165 New
WLPWM
1912
Walled Lake Planning & Wealth Management
Illinois
$34K +$15.6K +70 +78%
PCA
1913
Providence Capital Advisors
North Carolina
$34K +$16.7K +75 +87%
FPW
1914
Flagship Private Wealth
Massachusetts
$32.8K
SFMG
1915
Sage Financial Management Group
Virginia
$32K +$33.4K +150 New
CCA
1916
Column Capital Advisors
Indiana
$31K
PCFFS
1917
Pacific Center for Financial Services
California
$31K
WCM
1918
Wealthcare Capital Management
Virginia
$31K +$32.5K +146 New
BAM
1919
Bellevue Asset Management
Washington
$29K +$445 +2 +2%
NIC
1920
Northwest Investment Counselors
Oregon
$29K +$30.9K +139 New
HFA
1921
HC Financial Advisors
California
$28K
JWBC
1922
John W. Brooker & Co
California
$27K
RA
1923
Resolute Advisors
California
$27K +$28.7K +129 New
DSC
1924
Duncker Streett & Co
Missouri
$25K -$111K -500 -81%
MCM
1925
MV Capital Management
Maryland
$25K +$4.23K +19 +19%