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Dow Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1176
IFS Advisors
Kansas
$21K +$20K +387 New
CWC
1177
Carolinas Wealth Consulting
North Carolina
$20K -$3.3K -64 -15%
BIMC
1178
Benson Investment Management Company
Virginia
$20K – – –
CPWM
1179
Cypress Point Wealth Management
Texas
$20K +$18.5K +359 New
NICM
1180
Neo Ivy Capital Management
New York
$19K -$159K -3,075 -90%
AWM
1181
AllSquare Wealth Management
New York
$19K – – –
TF
1182
TimeScale Financial
Massachusetts
$19K +$5.01K +97 +39%
OIM
1183
Oder Investment Management
California
$19K +$17.7K +342 New
WPA
1184
West Paces Advisors
Georgia
$18.2K – – –
SGAM
1185
Smith Group Asset Management
Texas
$18K +$17K +330 New
BDWM
1186
Brewin Dolphin Wealth Management
Ireland
$17.5K -$18.1K -351 -53%
FPFS
1187
First Personal Financial Services
North Carolina
$17K – – –
TCM
1188
Tradewinds Capital Management
Washington
$17K – – –
SWA
1189
SOA Wealth Advisors
New York
$17K +$16K +310 New
RWM
1190
Raffa Wealth Management
District of Columbia
$16.8K – – –
RG
1191
Retirement Group
California
$16K – – –
CFD
1192
Creative Financial Designs
Indiana
$16K +$155 +3 +1%
AA
1193
Addison Advisors
Vermont
$16K +$14.5K +280 New
AFG
1194
Albion Financial Group
Utah
$16K +$14.8K +286 New
WWM
1195
Wolff Wiese Magana
California
$16K +$14.8K +287 New
CIA
1196
CSat Investment Advisory
Michigan
$15K -$117K -2,266 -89%
NC
1197
NewSquare Capital
Pennsylvania
$15K -$413 -8 -3%
EWM
1198
Edge Wealth Management
New York
$15K – – –
TCCM
1199
Timber Creek Capital Management
Massachusetts
$15K – – –
BWP
1200
Baldwin Wealth Partners
Massachusetts
$14K – – –
46 47
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