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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1001
Princeton Global Asset Management
New Jersey
$9K +$340 +8 +3%
RWM
1002
Raffa Wealth Management
District of Columbia
$8.83K – – –
CCA
1003
Column Capital Advisors
Indiana
$8K -$14.7K -345 -57%
NC
1004
NewSquare Capital
Pennsylvania
$8K -$3.44K -81 -23%
FANJ
1005
Financial Architects (New Jersey)
New Jersey
$8K -$2.13K -50 -16%
EWM
1006
Edge Wealth Management
New York
$8K – – –
MCM
1007
McMillion Capital Management
North Carolina
$8K – – –
TCCM
1008
Timber Creek Capital Management
Massachusetts
$8K – – –
BWA
1009
BDO Wealth Advisors
Florida
$8K +$11.6K +272 New
TIM
1010
Tortoise Investment Management
New York
$7K -$3.65K -86 -26%
BWM
1011
Baystate Wealth Management
Massachusetts
$7K -$85 -2 -0.8%
IWP
1012
IAG Wealth Partners
Wisconsin
$7K – – –
JSC
1013
Jackson Square Capital
California
$7K – – –
LFG
1014
LifePlan Financial Group
Ohio
$7K – – –
TF
1015
TimeScale Financial
Massachusetts
$7K – – –
TFA
1016
Toth Financial Advisory
Virginia
$7K +$8.5K +200 +385%
BAMG
1017
Brand Asset Management Group
Missouri
$6K – – –
PP
1018
Pacifica Partners
Canada
$6K – – –
SAM
1019
S.A. Mason
Michigan
$6K +$2.13K +50 +30%
Bogart Wealth LLC
1020
Bogart Wealth LLC
Virginia
$6K +$3.87K +91 +72%
RDWM
1021
Red Door Wealth Management
Tennessee
$6K +$8.84K +208 New
RFM
1022
Royal Fund Management
Florida
$5K -$290K -6,834 -97%
HCA
1023
Heck Capital Advisors
Wisconsin
$5K -$149K -3,500 -95%
SFSIG
1024
San Francisco Sentry Investment Group
California
$5K -$41.4K -974 -86%
WCG
1025
Weaver Consulting Group
California
$5K -$31.2K -734 -83%