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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
2251
Capital Advisory Group Advisory Services
Minnesota
$96K -$28.2K -248 -22%
W
2252
WealthOne
New York
$94K +$97.2K +855 New
TCM
2253
Tributary Capital Management
Nebraska
$94K +$97.8K +860 New
QT
2254
Quantamental Technologies
New York
$93K +$96.9K +852 New
RWM
2255
Raffa Wealth Management
District of Columbia
$92.4K +$2.84K +25 +3%
GWA
2256
Guidant Wealth Advisors
Illinois
$91K -$4.78K -42 -5%
BAMG
2257
Brand Asset Management Group
Missouri
$91K – – –
RWG
2258
Regal Wealth Group
California
$91K +$114 +1 +0.1%
TC
2259
Trust Company
Kansas
$86K +$41.8K +368 +89%
RFWA
2260
RPg Family Wealth Advisory
Massachusetts
$80.3K +$23.3K +205 +39%
CI
2261
CX Institutional
Indiana
$80K +$82.9K +729 New
CWM
2262
Catamount Wealth Management
Connecticut
$75K -$13.6K -120 -15%
BC
2263
Barnett & Company
Tennessee
$74K – – –
LF
2264
Lee Financial
Texas
$73K – – –
SIA
2265
SeaBridge Investment Advisors
New Jersey
$69K +$71.3K +627 New
CWM
2266
Cranbrook Wealth Management
Michigan
$68K – – –
MWC
2267
MBM Wealth Consultants
Missouri
$66K +$68.7K +604 New
PAM
2268
Paradigm Asset Management
New York
$65.8K +$68.2K +600 New
WAS
2269
Winch Advisory Services
Wisconsin
$65K +$20.7K +182 +44%
AWM
2270
AllSquare Wealth Management
New York
$60K – – –
TCCM
2271
Timber Creek Capital Management
Massachusetts
$59K – – –
LWA
2272
Lenox Wealth Advisors
New York
$57K -$69.4K -610 -54%
SIS
2273
Sound Income Strategies
Florida
$56K -$20K -176 -26%
CAL
2274
Capital Advisors Ltd
Ohio
$55K – – –
IWA
2275
Intercontinental Wealth Advisors
Texas
$52K +$53.4K +470 New
89 90
91
92 93