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Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
2076
Regal Wealth Group
California
$97K +$334 +3 +0.4%
RWM
2077
Raffa Wealth Management
District of Columbia
$95.7K – – –
RCG
2078
Ruggie Capital Group
Florida
$93K -$257K -2,306 -74%
CFD
2079
Creative Financial Designs
Indiana
$93K -$90.5K -813 -50%
CWM
2080
Catamount Wealth Management
Connecticut
$93K – – –
BA
2081
Ballew Advisors
Mississippi
$90K +$334 +3 +0.4%
RAM
2082
Riggs Asset Management
Pennsylvania
$84K +$10K +90 +14%
SIS
2083
Sound Income Strategies
Florida
$80K +$7.01K +63 +10%
BC
2084
Barnett & Company
Tennessee
$79K – – –
LF
2085
Lee Financial
Texas
$78K -$55.5K -499 -43%
SHJ
2086
Sharkey, Howes & Javer
Colorado
$75K – – –
CWM
2087
Cranbrook Wealth Management
Michigan
$73K – – –
CT
2088
Clearstead Trust
Maine
$70K +$53.3K +479 +399%
BCM
2089
Bluefin Capital Management
New York
$70K +$66.8K +600 New
AWM
2090
AllSquare Wealth Management
New York
$64K – – –
TCCM
2091
Timber Creek Capital Management
Massachusetts
$63K -$1.67K -15 -3%
NC
2092
NewSquare Capital
Pennsylvania
$63K +$2K +18 +3%
RFWA
2093
RPg Family Wealth Advisory
Massachusetts
$61.6K -$22.6K -203 -28%
MUS
2094
Mitsubishi UFJ Securities
Japan
$60K – – –
CAL
2095
Capital Advisors Ltd
Ohio
$59K – – –
EA
2096
Elm Advisors
California
$59K +$55.8K +501 New
DAL
2097
David A. Lorber
$55K +$52.3K +470 New
AWMS
2098
Advocacy Wealth Management Services
Georgia
$53K – – –
VRM
2099
Vectors Research Management
New York
$53K +$55.9K +502 New
CWSR
2100
Chessman Wealth Strategies RIA
Texas
$52K +$49.1K +441 New
82 83
84
85 86