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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
AllSquare Wealth Management
New York
$15K – – –
JWBC
1202
John W. Brooker & Co
California
$15K +$14.8K +78 New
EWP
1203
Engrave Wealth Partners
Texas
$15K +$15K +79 New
RWA
1204
Ropes Wealth Advisors
Massachusetts
$14K – – –
FA
1205
Fortis Advisors
Pennsylvania
$13K – – –
LWS
1206
Lucia Wealth Services
California
$13K – – –
BCI
1207
Brinker Capital Investments
Pennsylvania
$12K – – –
CA
1208
CXI Advisors
Indiana
$12K +$11.4K +60 New
CHC
1209
City Holding Co
West Virginia
$11K – – –
CCA
1210
Column Capital Advisors
Indiana
$11K +$11.2K +59 New
KPW
1211
Kore Private Wealth
New York
$11K +$11.2K +59 New
RMC
1212
Resources Management Corp
Connecticut
$10K – – –
SIM
1213
Sonora Investment Management
Arizona
$10K – – –
BAMG
1214
Brand Asset Management Group
Missouri
$9K – – –
SIS
1215
Sound Income Strategies
Florida
$9K – – –
PFGIA
1216
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$6.45K +34 +378%
WLPWM
1217
Walled Lake Planning & Wealth Management
Illinois
$8K +$7.59K +40 New
BWM
1218
BerganKDV Wealth Management
Minnesota
$7K – – –
IBOK
1219
Independence Bank of Kentucky
Kentucky
$7K – – –
EWA
1220
Evolution Wealth Advisors
Florida
$7K +$759 +4 +12%
SWM
1221
Selective Wealth Management
Virginia
$6K – – –
RWM
1222
Raffa Wealth Management
District of Columbia
$5.02K – – –
HIM
1223
Hillsdale Investment Management
Ontario, Canada
$5K – – –
SFA
1224
Semmax Financial Advisors
North Carolina
$5K – – –
TC
1225
Trust Company
Kansas
$5K – – –