Name Holding Trade Value Shares
Change
Change in
Stake
NC
1076
NewSquare Capital
Pennsylvania
$13K – – –
TCCM
1077
Timber Creek Capital Management
Massachusetts
$13K – – –
CFD
1078
Creative Financial Designs
Indiana
$13K +$180 +4 +1%
SC
1079
Slow Capital
California
$13K +$12.3K +274 New
BWP
1080
Baldwin Wealth Partners
Massachusetts
$12K – – –
CCA
1081
Column Capital Advisors
Indiana
$12K – – –
TFA
1082
Toth Financial Advisory
Virginia
$11K -$988 -22 -9%
HWM
1083
Holloway Wealth Management
Florida
$11K – – –
LFG
1084
LifePlan Financial Group
Ohio
$11K – – –
TF
1085
TimeScale Financial
Massachusetts
$11K +$180 +4 +2%
SFG
1086
Sage Financial Group
Pennsylvania
$9K – – –
NIC
1087
Northwest Investment Counselors
Oregon
$9K +$8.26K +184 New
BWL
1088
Bogart Wealth LLC
Virginia
$8K – – –
FMP
1089
Financial Management Professionals
Texas
$8K – – –
PP
1090
Pacifica Partners
Canada
$8K – – –
PCA
1091
Providence Capital Advisors
North Carolina
$8K – – –
WCG
1092
Weaver Consulting Group
California
$8K – – –
HB
1093
Horizon Bancorp
Indiana
$8K +$6.02K +134 +372%
BFG
1094
Baron Financial Group
New Jersey
$7.39K +$7.05K +157 New
CA
1095
Centerpoint Advisors
Massachusetts
$7K – – –
DTIM
1096
Danda Trouve Investment Management
Kansas
$7K – – –
IF
1097
Ironwood Financial
Arizona
$7K – – –
RWG
1098
Regal Wealth Group
California
$7K +$90 +2 +1%
TIM
1099
Tortoise Investment Management
New York
$7K +$2.87K +64 +70%
PWM
1100
Provident Wealth Management
Tennessee
$7K +$6.65K +148 New