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Name Holding Trade Value Shares
Change
Change in
Stake
CCI
1001
Credit Capital Investments
New Jersey
$140K +$131K +11,436 New
WMA
1002
Wealth Management Associates
New Jersey
$139K +$130K +11,325 New
PP
1003
PrairieView Partners
Minnesota
$138K – – –
WSC
1004
Wellington Shields & Co
New York
$138K – – –
BCM
1005
Bourgeon Capital Management
Connecticut
$138K +$129K +11,250 New
TF
1006
Tompkins Financial
New York
$137K -$2.92K -255 -2%
WW
1007
Waterfront Wealth
Kansas
$137K – – –
ETC
1008
Exchange Traded Concepts
Oklahoma
$137K +$11.3K +991 +10%
RWM
1009
Ritholtz Wealth Management
New York
$137K +$42.1K +3,678 +49%
KCM
1010
Kennedy Capital Management
Missouri
$137K +$128K +11,216 New
PWM
1011
Prentice Wealth Management
New York
$136K +$127K +11,125 New
PP
1012
Professional Planning
California
$136K +$128K +11,177 New
FPFS
1013
First Personal Financial Services
North Carolina
$135K – – –
ACP
1014
Aveo Capital Partners
Colorado
$134K +$126K +10,979 New
OAJ
1015
Ogorek Anthony Joseph
New York
$133K – – –
LIA
1016
LBMC Investment Advisors
Tennessee
$133K +$5.78K +505 +5%
CWA
1017
Canvas Wealth Advisors
Kansas
$133K +$123K +10,761 New
LFF
1018
Level Four Financial
Texas
$132K -$146K -12,741 -54%
AA
1019
Apriem Advisors
California
$132K +$123K +10,755 New
LWA
1020
Lineweaver Wealth Advisors
Ohio
$132K +$124K +10,832 New
TWA
1021
TCI Wealth Advisors
Arizona
$131K +$12.6K +1,102 +11%
KPW
1022
Kore Private Wealth
New York
$130K -$29.8K -2,607 -20%
CAG
1023
Crestwood Advisors Group
Massachusetts
$130K +$4.49K +392 +4%
WT
1024
Whittier Trust
California
$130K +$102K +8,940 +526%
SAF
1025
Smith Anglin Financial
Texas
$130K +$122K +10,643 New