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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1201
Pin Oak Investment Advisors
Texas
$20K – – –
RG
1202
Retirement Group
California
$20K +$5.07K +27 +31%
MA
1203
MCF Advisors
Kentucky
$20K +$21.6K +115 New
FPFS
1204
First Personal Financial Services
North Carolina
$19K -$4.13K -22 -17%
AIP
1205
Ahrens Investment Partners
Louisiana
$19K – – –
ADL
1206
Asset Dedication LLC
California
$19K – – –
PA
1207
PSI Advisors
Florida
$19K – – –
MIFH
1208
Migdal Insurance & Financial Holdings
Israel
$18K -$12.4K -66 -40%
PWMG
1209
Prestige Wealth Management Group
New Jersey
$18K -$6.01K -32 -24%
CAC
1210
Core Alternative Capital
Georgia
$18K +$14.3K +76 +271%
WWM
1211
Wolff Wiese Magana
California
$16K -$188 -1 -1%
GCM
1212
Gables Capital Management
Florida
$16K – – –
NOI
1213
Newton One Investments
Delaware
$15K -$2.82K -15 -15%
EIM
1214
Essex Investment Management
Massachusetts
$15K – – –
JEST
1215
JTC Employer Solutions Trustee
Jersey
$15K – – –
SC
1216
Steph & Co
Wisconsin
$15K – – –
HCP
1217
Hexagon Capital Partners
Arkansas
$15K +$1.31K +7 +9%
GC
1218
Gould Capital
Washington
$15K +$1.5K +8 +10%
OIS
1219
Okabena Investment Services
Minnesota
$14K -$138K -735 -90%
HL
1220
Harding Loevner
New Jersey
$14K – – –
IFAM
1221
Institutional & Family Asset Management
Colorado
$14K – – –
AWM
1222
AllSquare Wealth Management
New York
$13K – – –
NFSG
1223
Newbridge Financial Services Group
Florida
$13K +$7.51K +40 +125%
ATC
1224
Adirondack Trust Company
New York
$13K +$14.1K +75 New
RIM
1225
Rockbridge Investment Management
New York
$12.4K – – –