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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1301
Wealthspire Advisors (New York)
New York
$24K +$31.5K +149 New
HI
1302
Human Investing
Oregon
$24K +$31.7K +150 New
EIM
1303
Essex Investment Management
Massachusetts
$22K +$28.6K +135 New
PWMG
1304
Prestige Wealth Management Group
New Jersey
$21K +$27.1K +128 New
IWA
1305
Intercontinental Wealth Advisors
Texas
$21K +$27.5K +130 New
RA
1306
Rational Advisors
New York
$20K -$423 -2 -2%
SHJ
1307
Sharkey, Howes & Javer
Colorado
$20K – – –
NIM
1308
NuWave Investment Management
New Jersey
$20K +$20.7K +98 +363%
AWMS
1309
Advocacy Wealth Management Services
Georgia
$19K – – –
CFD
1310
Creative Financial Designs
Indiana
$19K – – –
SCM
1311
Silvant Capital Management
Georgia
$19K – – –
WF
1312
WealthTrust Fairport
Ohio
$19K – – –
FQ
1313
First Quadrant
California
$17K – – –
BAM
1314
Barrett Asset Management
New York
$16K – – –
CMBA
1315
C.M. Bidwell & Associates
Hawaii
$16K – – –
TFA
1316
Toth Financial Advisory
Virginia
$16K – – –
AIS
1317
Accurate Investment Solutions
Pennsylvania
$16K +$6.34K +30 +43%
ST
1318
Somerset Trust
Pennsylvania
$16K +$18.2K +86 +717%
RCG
1319
Ruggie Capital Group
Florida
$16K +$21.2K +100 New
CC
1320
Claybrook Capital
Massachusetts
$16K +$21.4K +101 New
WDL
1321
Well Done LLC
Michigan
$16K +$21.4K +101 New
PG
1322
Patten Group
Tennessee
$15K – – –
CA
1323
Crewe Advisors
Utah
$14K – – –
PO
1324
Private Ocean
California
$14K +$2.75K +13 +17%
Winslow Capital Management
1325
Winslow Capital Management
Minnesota
$13K -$85K -402 -84%