Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1026
Shine Investment Advisory Services
Colorado
$13K – – –
CWC
1027
Carolinas Wealth Consulting
North Carolina
$13K +$11.6K +318 New
BDWM
1028
Brewin Dolphin Wealth Management
Ireland
$12.9K -$7.32K -200 -39%
RWM
1029
Raffa Wealth Management
District of Columbia
$12.3K – – –
TCM
1030
Tradewinds Capital Management
Washington
$12K -$3.88K -106 -26%
FPFS
1031
First Personal Financial Services
North Carolina
$12K – – –
RG
1032
Retirement Group
California
$12K +$10.9K +298 New
WR
1033
Watson Rebecca
$12K +$11.2K +306 New
BWP
1034
Baldwin Wealth Partners
Massachusetts
$11K -$128K -3,500 -93%
CAC
1035
Certified Advisory Corp
Florida
$11K -$8.68K -237 -47%
EWM
1036
Edge Wealth Management
New York
$11K – – –
FANJ
1037
Financial Architects (New Jersey)
New Jersey
$11K – – –
NC
1038
NewSquare Capital
Pennsylvania
$11K – – –
TCCM
1039
Timber Creek Capital Management
Massachusetts
$11K – – –
CFD
1040
Creative Financial Designs
Indiana
$11K +$6.3K +172 +162%
CCA
1041
Column Capital Advisors
Indiana
$10K – – –
LFG
1042
LifePlan Financial Group
Ohio
$10K – – –
TFA
1043
Toth Financial Advisory
Virginia
$10K – – –
TF
1044
TimeScale Financial
Massachusetts
$10K +$146 +4 +2%
PCM
1045
Prelude Capital Management
New York
$10K +$9.33K +255 New
RDWM
1046
Red Door Wealth Management
Tennessee
$8K – – –
SFG
1047
Sage Financial Group
Pennsylvania
$8K – – –
LWA
1048
Lenox Wealth Advisors
New York
$8K +$6.3K +172 +521%
BWL
1049
Bogart Wealth LLC
Virginia
$7K -$1.54K -42 -19%
PP
1050
Pacifica Partners
Canada
$7K -$293 -8 -5%