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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1176
Carolinas Wealth Consulting
North Carolina
$20K -$3.3K -64 -15%
BIMC
1177
Benson Investment Management Company
Virginia
$20K
CPWM
1178
Cypress Point Wealth Management
Texas
$20K +$18.5K +359 New
NICM
1179
Neo Ivy Capital Management
New York
$19K -$159K -3,075 -90%
AWM
1180
AllSquare Wealth Management
New York
$19K
TF
1181
TimeScale Financial
Massachusetts
$19K +$5.01K +97 +39%
OIM
1182
Oder Investment Management
California
$19K +$17.7K +342 New
WPA
1183
West Paces Advisors
Georgia
$18.2K
SGAM
1184
Smith Group Asset Management
Texas
$18K +$17K +330 New
BDWM
1185
Brewin Dolphin Wealth Management
Ireland
$17.5K -$18.1K -351 -53%
FPFS
1186
First Personal Financial Services
North Carolina
$17K
TCM
1187
Tradewinds Capital Management
Washington
$17K
SWA
1188
SOA Wealth Advisors
New York
$17K +$16K +310 New
RWM
1189
Raffa Wealth Management
District of Columbia
$16.8K
RG
1190
Retirement Group
California
$16K
CFD
1191
Creative Financial Designs
Indiana
$16K +$155 +3 +1%
AA
1192
Addison Advisors
Vermont
$16K +$14.5K +280 New
AFG
1193
Albion Financial Group
Utah
$16K +$14.8K +286 New
WWM
1194
Wolff Wiese Magana
California
$16K +$14.8K +287 New
CIA
1195
CSat Investment Advisory
Michigan
$15K -$117K -2,266 -89%
NC
1196
NewSquare Capital
Pennsylvania
$15K -$413 -8 -3%
EWM
1197
Edge Wealth Management
New York
$15K
TCCM
1198
Timber Creek Capital Management
Massachusetts
$15K
BWP
1199
Baldwin Wealth Partners
Massachusetts
$14K
WFA
1200
West Financial Advisors
Iowa
$14K +$12.9K +249 New