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Name Holding Trade Value Shares
Change
Change in
Stake
FP
1901
Financial Perspectives
Minnesota
$26.6K -$2.73K -42 -10%
GWM
1902
Greenhouse Wealth Management
Connecticut
$26K +$24.5K +377 New
JGIA
1903
Jackson Grant Investment Advisers
Connecticut
$25K +$13.1K +202 +128%
SWP
1904
ShoreHaven Wealth Partners
New Jersey
$25K +$24.2K +372 New
DAC
1905
Dividend Assets Capital
South Carolina
$24K +$23.1K +355 New
FRA
1906
Front Row Advisors
California
$23K
BII
1907
Bainco International Investors
Massachusetts
$22K +$20.5K +315 New
AL
1908
ADE LLC
Maryland
$21K +$19.6K +301 New
RBC
1909
Roble Belko & Company
Pennsylvania
$20K
HFA
1910
Hoover Financial Advisors
Pennsylvania
$20K +$17.2K +265 New
KCM
1911
Kathmere Capital Management
Pennsylvania
$20K +$19.5K +300 New
KFS
1912
Kelly Financial Services
Massachusetts
$19.3K
FWM
1913
Filbrandt Wealth Management
Wisconsin
$19K -$11.4K -176 -39%
FWM
1914
FSA Wealth Management
Massachusetts
$19K +$18.3K +281 New
PCFFS
1915
Pacific Center for Financial Services
California
$17K -$19.6K -301 -55%
CCA
1916
Column Capital Advisors
Indiana
$16K -$155K -2,385 -91%
CPWM
1917
Cypress Point Wealth Management
Texas
$16K +$15.2K +233 New
LWA
1918
Lowe Wealth Advisors
Maryland
$15K +$65 +1 +0.5%
BSSFA
1919
Baron Silver Stevens Financial Advisors
Florida
$15K +$14.6K +224 New
D
1920
Diversified
Delaware
$15K +$16.2K +249 New
LWA
1921
Lenox Wealth Advisors
New York
$14K -$3.12K -48 -19%
RG
1922
Retirement Group
California
$14K +$390 +6 +3%
AIC
1923
Ayalon Insurance Company
Israel
$13K -$12.2K -188 -49%
BBHBI
1924
B, B, H, & B Inc
Alabama
$13K
EWA
1925
Evolution Wealth Advisors
Florida
$13K