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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
AllSquare Wealth Management
New York
$15K
FAM
1202
Fred Alger Management
New York
$15K
OAJ
1203
Ogorek Anthony Joseph
New York
$14K -$9.99K -50 -41%
RIM
1204
Rockbridge Investment Management
New York
$14K
LWS
1205
Lucia Wealth Services
California
$13K
CCA
1206
Column Capital Advisors
Indiana
$12K
RE
1207
RBC Europe
United Kingdom
$11.8K +$11.8K +59 New
BWM
1208
BNC Wealth Management
Oregon
$11K +$10.6K +53 New
RMC
1209
Resources Management Corp
Connecticut
$10K
GAM
1210
Gemmer Asset Management
California
$9K
MF
1211
Manchester Financial
California
$9K
BWM
1212
BerganKDV Wealth Management
Minnesota
$8K
FMP
1213
Financial Management Professionals
Texas
$6K
PW
1214
Price Wealth
Texas
$6K
SWM
1215
Selective Wealth Management
Virginia
$6K
RWM
1216
Raffa Wealth Management
District of Columbia
$5.2K
SFA
1217
Semmax Financial Advisors
North Carolina
$5K
SIM
1218
Sonora Investment Management
Arizona
$5K
TC
1219
Trust Company
Kansas
$5K
APW
1220
Acima Private Wealth
Virginia
$4K
VNA
1221
Valley National Advisers
Pennsylvania
$4K
WLPWM
1222
Walled Lake Planning & Wealth Management
Illinois
$4K
RA
1223
Rational Advisors
New York
$3K -$45.2K -226 -95%
HS
1224
Horan Securities
United States
$3K
ME
1225
McIlrath & Eck
Washington
$3K