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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
2501
First Personal Financial Services
North Carolina
$73K -$8.34K -79 -10%
JWBC
2502
John W. Brooker & Co
California
$71K -$5.28K -50 -7%
TC
2503
Truvestments Capital
Florida
$70K -$111K -1,054 -61%
MSFP
2504
Mark Sheptoff Financial Planning
Connecticut
$70K -$24.3K -230 -26%
MIM
2505
Macroview Investment Management
Maryland
$68K – – –
Skandinaviska Enskilda Banken (SEB)
2506
Skandinaviska Enskilda Banken (SEB)
Sweden
$68K – – –
IF
2507
Ironwood Financial
Arizona
$63K +$5.81K +55 +10%
HFS
2508
HBC Financial Services
Washington
$59K – – –
PCH
2509
PGIM Custom Harvest
New Jersey
$59K – – –
SFA
2510
Semmax Financial Advisors
North Carolina
$59K +$106 +1 +0.2%
TFA
2511
Toth Financial Advisory
Virginia
$58K – – –
JMF
2512
Johnson Midwest Financial
Iowa
$57K +$317 +3 +0.6%
PWS
2513
Paragon Wealth Strategies
Florida
$56K +$56.4K +534 New
RWM
2514
Raffa Wealth Management
District of Columbia
$55.1K -$74.3K -704 -57%
MFT
2515
Moisand Fitzgerald Tamayo
Florida
$55K +$422 +4 +0.8%
RAM
2516
Riggs Asset Management
Pennsylvania
$55K +$21.1K +200 +61%
OCM
2517
Orion Capital Management
California
$54K – – –
HC
2518
Hoese & Co
Minnesota
$52K -$14.1K -134 -21%
HIM
2519
Hillsdale Investment Management
Ontario, Canada
$52K +$18.5K +175 +55%
CIAS
2520
CBIZ Investment Advisory Services
Ohio
$50K – – –
VC
2521
Vestor Capital
Illinois
$50K – – –
CPWM
2522
Cypress Point Wealth Management
Texas
$50K +$24.2K +229 +92%
ETC
2523
Exchange Traded Concepts
Oklahoma
$47K +$47.3K +448 New
RA
2524
Resolute Advisors
California
$43K – – –
LPWM
2525
Lake Point Wealth Management
Texas
$43K +$43K +407 New