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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1501
Roble Belko & Company
Pennsylvania
$36K +$36.4K +450 New
OFW
1502
Omnia Family Wealth
Florida
$36K +$37K +457 New
BWM
1503
Baystate Wealth Management
Massachusetts
$34K +$35K +432 New
JIR
1504
James Investment Research
Ohio
$33K -$226K -2,790 -87%
AIS
1505
Accurate Investment Solutions
Pennsylvania
$33K +$162 +2 +0.5%
TFO
1506
Tarbox Family Office
California
$32K -$3.56K -44 -10%
TJHA
1507
Thomas J. Herzfeld Advisors
Florida
$31K – – –
RI
1508
Redwood Investments
Massachusetts
$29K -$14.2M -175,905 -100%
GI
1509
Gradient Investments
Minnesota
$27K +$10.1K +125 +56%
RAM
1510
Riggs Asset Management
Pennsylvania
$25K -$3.57M -44,157 -99%
AA
1511
Apriem Advisors
California
$25K +$4.69K +58 +22%
HPBT
1512
High Point Bank & Trust
North Carolina
$24K -$14.2K -175 -37%
WAP
1513
Wealthcare Advisory Partners
Pennsylvania
$24K +$24.3K +300 New
RPG
1514
Risk Paradigm Group
Texas
$23.7K +$24.3K +300 New
PCFFS
1515
Pacific Center for Financial Services
California
$21K +$21.5K +266 New
KLI
1516
Kelman-Lazarov Inc
Tennessee
$20.8K – – –
IWA
1517
IBEX Wealth Advisors
New Jersey
$18K -$2.24M -27,645 -99%
Carson Wealth (CWM LLC)
1518
Carson Wealth (CWM LLC)
Nebraska
$18K +$9.71K +120 +113%
LYV
1519
Live Your Vision
Pennsylvania
$17K – – –
CPA
1520
Clear Perspective Advisors
Illinois
$17K +$17.9K +221 New
TWMP
1521
Taylor Wealth Management Partners
Massachusetts
$16K -$12.1K -150 -43%
HDIM
1522
Hanson & Doremus Investment Management
Vermont
$15.8K – – –
RWM
1523
Raffa Wealth Management
District of Columbia
$15.5K +$405 +5 +3%
PCM
1524
Penserra Capital Management
California
$15K +$3.16K +39 +24%
CG
1525
Cutler Group
California
$14K -$882K -10,902 -98%