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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2201
Atlas Capital Advisors
Wyoming
$68.9K -$16K -129 -19%
PWAG
2202
Polaris Wealth Advisory Group
California
$68K -$990K -7,972 -93%
BAMG
2203
Brand Asset Management Group
Missouri
$67K +$66K +532 New
TFA
2204
Transamerica Financial Advisors
Florida
$64K -$497 -4 -0.8%
GC
2205
Grace Capital
Massachusetts
$63K +$62.1K +500 New
SIA
2206
SeaBridge Investment Advisors
New Jersey
$58K
CFN
2207
Cordasco Financial Network
Florida
$52K
MUS
2208
Mitsubishi UFJ Securities
Japan
$52K
WCM
2209
Wealthcare Capital Management
Virginia
$52K
CDIA
2210
Capital Directions Investment Advisors
Georgia
$51K +$49.9K +402 New
SWMG
2211
Signature Wealth Management Group
Georgia
$50K -$1.36K -11 -3%
WA
2212
WP Advisors
California
$50K +$49.3K +397 New
NC
2213
NewSquare Capital
Pennsylvania
$49K
FGAM
2214
Financial Gravity Asset Management
Texas
$48K +$5.96K +48 +14%
BCP
2215
Blackhawk Capital Partners
Wisconsin
$48K +$25.2K +203 +116%
CWM
2216
Cedar Wealth Management
California
$46K
MSFP
2217
Mark Sheptoff Financial Planning
Connecticut
$44K
HH
2218
HWG Holdings
Texas
$43K
ML
2219
McAdam LLC
Pennsylvania
$43K +$745 +6 +2%
RBC
2220
Roble Belko & Company
Pennsylvania
$41K -$62.1K -500 -61%
AWMS
2221
Advocacy Wealth Management Services
Georgia
$40K +$9.56K +77 +32%
PFO
2222
Pathstone Family Office
New Jersey
$38K -$41.1K -331 -52%
PS
2223
Portfolio Strategies
New York
$37K +$124 +1 +0.3%
AP
2224
Arlington Partners
Alabama
$32K
SFPIA
2225
Stevens First Principles Investment Advisors
California
$32K