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Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
2776
RPg Family Wealth Advisory
Massachusetts
$76.2K – – –
OCM
2777
Ovata Capital Management
Hong Kong
$72.3K +$69.8K +500 New
LWA
2778
Lowe Wealth Advisors
Maryland
$71K – – –
BCM
2779
Bourgeon Capital Management
Connecticut
$67K +$837 +6 +1%
NC
2780
NewSquare Capital
Pennsylvania
$66K +$42.3K +303 +199%
JWBC
2781
John W. Brooker & Co
California
$60K +$57.5K +412 New
SSWG
2782
Seven Springs Wealth Group
Tennessee
$59K +$56.8K +407 New
PW
2783
Price Wealth
Texas
$58K +$47.9K +343 +602%
AWMS
2784
Advocacy Wealth Management Services
Georgia
$55K – – –
BHWM
2785
Bay Harbor Wealth Management
Maryland
$54K -$5.03K -36 -9%
HI
2786
Human Investing
Oregon
$54K +$5.58K +40 +12%
DOA
2787
D'Orazio & Associates
Virginia
$54K +$8.38K +60 +19%
JWM
2788
Janiczek Wealth Management
Colorado
$53K +$16.7K +120 +49%
DTIM
2789
Danda Trouve Investment Management
Kansas
$51K +$48.9K +350 New
IIA
2790
ICW Investment Advisors
Arizona
$50K +$48.3K +346 New
HMS
2791
Hanseatic Management Services
New Mexico
$49K -$996K -7,138 -95%
HFS
2792
HBC Financial Services
Washington
$49K +$46.8K +335 New
LAS
2793
Lloyd Advisory Services
Georgia
$49K +$47K +337 New
WCM
2794
Wealthcare Capital Management
Virginia
$48K +$18.6K +133 +67%
FWM
2795
Filbrandt Wealth Management
Wisconsin
$48K +$46.5K +333 New
LF
2796
Lee Financial
Texas
$47K -$33.5K -240 -42%
IWA
2797
Intercontinental Wealth Advisors
Texas
$47K -$4.88K -35 -9%
IF
2798
Ironwood Financial
Arizona
$46K – – –
WLPWM
2799
Walled Lake Planning & Wealth Management
Illinois
$46K +$44.5K +319 New
RTC
2800
Riverview Trust Company
Washington
$44K -$19.3K -138 -31%