Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1401
Lumature Wealth Partners
Georgia
$11K +$855 +15 +8%
CFRPA
1402
Castle Financial & Retirement Planning Associates
New Jersey
$11K +$10.7K +187 New
EW
1403
Emerson Wealth
Michigan
$11K +$10.8K +189 New
FPWM
1404
FSB Premier Wealth Management
Iowa
$11K +$11.3K +198 New
BWL
1405
Bogart Wealth LLC
Virginia
$10K -$627 -11 -6%
HFM
1406
Harvest Fund Management
China
$10K – – –
CAL
1407
Capital Advisors Ltd
Ohio
$10K +$4.85K +85 +89%
WAC
1408
William Allan Corp
Colorado
$10K +$9.69K +170 New
CSWM
1409
Cassady Schiller Wealth Management
Ohio
$10K +$9.98K +175 New
S
1410
Surevest
California
$10K +$10K +176 New
MCA
1411
Maryland Capital Advisors
Maryland
$10K +$10.2K +179 New
BC
1412
Barnett & Company
Tennessee
$10K +$10.3K +180 New
BA
1413
Bellwether Advisors
Nebraska
$9K – – –
GI
1414
GS Investments
Minnesota
$9K – – –
TCWA
1415
Ten Capital Wealth Advisors
Washington
$9K – – –
WWM
1416
Wolff Wiese Magana
California
$9K – – –
SC
1417
Sierra Capital
Florida
$9K +$3.42K +60 +58%
POIA
1418
Pin Oak Investment Advisors
Texas
$9K +$5.7K +100 +156%
CWM
1419
Cedar Wealth Management
California
$9K +$8.1K +142 +676%
NIC
1420
Northwest Investment Counselors
Oregon
$9K +$8.55K +150 New
SC
1421
Solstein Capital
California
$8K -$28.5K -500 -78%
CA
1422
Centerpoint Advisors
Massachusetts
$8K – – –
DTIM
1423
Danda Trouve Investment Management
Kansas
$8K – – –
DWA
1424
Delos Wealth Advisors
Texas
$8K +$7.81K +137 New
ICM
1425
Islay Capital Management
Texas
$8K +$8.27K +145 New