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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1926
Redmont Wealth Advisors
Illinois
$33.1K +$29K +106 New
PP
1927
Pacifica Partners
Canada
$33K – – –
Chilton Capital Management
1928
Chilton Capital Management
Texas
$31.9K -$11.8K -43 -30%
MLA
1929
MB, Levis & Associates
Pennsylvania
$31.6K – – –
JFG
1930
JDM Financial Group
Texas
$31.3K – – –
SWA
1931
SOA Wealth Advisors
New York
$31.3K – – –
NMM
1932
Naples Money Management
Florida
$30.6K -$3.03M -11,100 -99%
CHA
1933
Carmichael Hill & Associates
Maryland
$30.6K – – –
RS
1934
Rakuten Securities
Japan
$29.4K +$20K +73 +348%
MFT
1935
Moisand Fitzgerald Tamayo
Florida
$28.8K – – –
GAA
1936
Global Assets Advisory
Florida
$28.7K +$25.2K +92 New
WOC
1937
West Oak Capital
California
$28K +$24.6K +90 New
AIC
1938
Archer Investment Corporation
Indiana
$26.9K – – –
AP
1939
Atwood & Palmer
Missouri
$26.6K +$13.7K +50 +143%
LF
1940
LifeSteps Financial
California
$25K +$21.9K +80 New
FIA
1941
FNY Investment Advisers
New York
$25K +$21.9K +80 New
VCM
1942
Versant Capital Management
Arizona
$24.4K – – –
AWM
1943
Abound Wealth Management
Tennessee
$22.8K -$2.73K -10 -12%
PA
1944
Pineridge Advisors
Missouri
$21.9K – – –
GEA
1945
Glen Eagle Advisors
New Jersey
$21.7K +$273 +1 +1%
SFA
1946
Semmax Financial Advisors
North Carolina
$20.2K – – –
FGAM
1947
Financial Gravity Asset Management
Texas
$19.8K -$547 -2 -2%
GIM
1948
Gold Investment Management
Alberta, Canada
$18.4K +$2.46K +9 +18%
PCWA
1949
Pacific Capital Wealth Advisors
California
$18.1K +$15.9K +58 New
GFPC
1950
Global Financial Private Client
Florida
$17.2K +$9.57K +35 +175%