Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1301
Providence Capital Advisors
North Carolina
$11K – – –
BA
1302
Bellwether Advisors
Nebraska
$10K – – –
CA
1303
Centerpoint Advisors
Massachusetts
$10K – – –
TCWA
1304
Ten Capital Wealth Advisors
Washington
$10K – – –
TIM
1305
Tortoise Investment Management
New York
$10K – – –
MFA
1306
McClarren Financial Advisors
Pennsylvania
$10K +$120 +2 +1%
RWG
1307
Regal Wealth Group
California
$10K +$120 +2 +1%
NIC
1308
Northwest Investment Counselors
Oregon
$10K +$8.92K +149 New
WCM
1309
Wealthcare Capital Management
Virginia
$10K +$9.7K +162 New
BWP
1310
Baldwin Wealth Partners
Massachusetts
$9K -$6.64K -111 -43%
CCA
1311
Column Capital Advisors
Indiana
$9K – – –
DTIM
1312
Danda Trouve Investment Management
Kansas
$9K – – –
DWP
1313
Destiny Wealth Partners
Florida
$9K +$3.53K +59 +69%
SMG
1314
Spectrum Management Group
Indiana
$8K – – –
LF
1315
Lee Financial
Texas
$8K +$2.51K +42 +49%
PSIWM
1316
Paradigm Strategies in Wealth Management
Minnesota
$8K +$7.66K +128 New
APWA
1317
Atlas Private Wealth Advisors
New Jersey
$7K – – –
SC
1318
Sierra Capital
Florida
$7K +$6.22K +104 New
CAL
1319
Capital Advisors Ltd
Ohio
$6K – – –
HCM
1320
Highlander Capital Management
New Jersey
$6K – – –
MWM
1321
Mascoma Wealth Management
New Hampshire
$6K +$5.98K +100 New
MF
1322
Manchester Financial
California
$5K -$21.9K -366 -81%
MS
1323
Mizuho Securities
Japan
$5K -$419 -7 -8%
AFS
1324
Annapolis Financial Services
Maryland
$5K – – –
EWA
1325
Evolution Wealth Advisors
Florida
$5K – – –