Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1426
Carl Stuart Investment Advisor
Texas
$31.2K +$29.6K +490 New
DI
1427
Disciplined Investments
Oklahoma
$31K +$4.4K +73 +18%
GTAM
1428
Global Trust Asset Management
Florida
$30K – – –
MWM
1429
Mascoma Wealth Management
New Hampshire
$30K – – –
MTIC
1430
Missouri Trust & Investment Company
Missouri
$30K – – –
T2I
1431
Turim 21 Investimentos
Brazil
$30K – – –
DWMG
1432
DB Wealth Management Group
California
$30K +$25.5K +423 +829%
FCMT
1433
Founders Capital Management (Texas)
Texas
$29K – – –
IFAM
1434
Institutional & Family Asset Management
Colorado
$29K – – –
BWM
1435
BerganKDV Wealth Management
Minnesota
$27K -$10K -166 -28%
ACM
1436
Antonetti Capital Management
Florida
$27K – – –
CC
1437
Corsicana & Co
Texas
$27K – – –
HBW
1438
Hazlett, Burt & Watson
West Virginia
$27K +$26.1K +433 New
PWMG
1439
Prestige Wealth Management Group
New Jersey
$26K -$724 -12 -3%
OLVIG
1440
Oliver Lagore Vanvalin Investment Group
Michigan
$26K +$25K +415 New
SPWM
1441
Spartan Planning & Wealth Management
North Carolina
$25K +$23.3K +386 New
FWM
1442
Focused Wealth Management
New York
$24K +$302 +5 +1%
BBPWM
1443
Blue Bell Private Wealth Management
Pennsylvania
$23K – – –
SWA
1444
SOA Wealth Advisors
New York
$23K +$60 +1 +0.3%
PP
1445
Pacifica Partners
Canada
$23K +$12.4K +206 +114%
AWM
1446
AllSquare Wealth Management
New York
$22K – – –
BIMC
1447
Benson Investment Management Company
Virginia
$22K – – –
BA
1448
Bivin & Associates
Oklahoma
$22K – – –
NOI
1449
Newton One Investments
Delaware
$22K – – –
AW
1450
Avion Wealth
Texas
$21K -$18.1K -300 -47%