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Name Holding Trade Value Shares
Change
Change in
Stake
CCC
1001
Chelsea Counsel Company
California
$111K – – –
CPG
1002
Cornerstone Planning Group
New Jersey
$108K +$6.55K +9 +8%
TWD
1003
True Wealth Design
Ohio
$104K +$31.3K +43 +44%
OCM
1004
Osterweis Capital Management
California
$100K – – –
SOW
1005
State of Wyoming
Wyoming
$98.2K -$728 -1 -0.7%
PTC
1006
Private Trust Company
Ohio
$96K -$22.6K -31 -19%
OL
1007
OneFund LLC
Florida
$92.6K +$78.6K +108 +771%
SEP
1008
Signature Equity Partners
Ohio
$89.9K -$29.8K -41 -25%
LFG
1009
Larson Financial Group
Missouri
$84.2K -$18.2K -25 -18%
JWA
1010
JFS Wealth Advisors
Pennsylvania
$84.2K – – –
HIA
1011
Harbor Investment Advisory
Maryland
$83.4K – – –
MA
1012
MCF Advisors
Kentucky
$80.5K +$62.6K +86 +374%
SS
1013
SBI Securities
Japan
$79K -$7.28K -10 -9%
AIM
1014
Anchor Investment Management
South Carolina
$78.3K – – –
SC
1015
Solstein Capital
California
$78.3K – – –
BC
1016
Bayforest Capital
United Kingdom
$75.3K -$114K -156 -60%
PGAM
1017
Princeton Global Asset Management
New Jersey
$73.9K – – –
MCM
1018
Manchester Capital Management
Vermont
$73.1K +$1.46K +2 +2%
IAAG
1019
Innovative Asset Advisors Group
Connecticut
$72.4K +$71.3K +98 New
WPA
1020
Wealth Preservation Advisors
Tennessee
$69.4K +$68.4K +94 New
LWM
1021
Lodestone Wealth Management
Washington
$65.7K -$3.64K -5 -5%
TPWA
1022
Twin Peaks Wealth Advisors
California
$65.7K +$64.8K +89 New
AIC
1023
Archer Investment Corporation
Indiana
$59.9K -$191K -262 -76%
CMBA
1024
C.M. Bidwell & Associates
Hawaii
$59.8K -$29.8K -41 -34%
PWMG
1025
Private Wealth Management Group
New Jersey
$59.1K – – –