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Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
1701
Pacific Capital Wealth Advisors
California
$15.6K +$11K +42 +420%
CMA
1702
Cedar Mountain Advisors
Oregon
$15.5K +$262 +1 +2%
BWL
1703
Bogart Wealth LLC
Virginia
$15.3K -$24.3K -93 -65%
TCG
1704
Transcendent Capital Group
Oklahoma
$15K -$273K -1,044 -95%
BC
1705
Broadwater Capital
Massachusetts
$15K – – –
OIA
1706
Optimum Investment Advisors
Illinois
$15K – – –
VFIC
1707
Valley Forge Investment Consultants
Pennsylvania
$15K – – –
ZRP
1708
Zynergy Retirement Planning
New Jersey
$15K +$13.1K +50 New
PPC
1709
Park Place Capital
Alabama
$14.7K – – –
FPFS
1710
First Personal Financial Services
North Carolina
$14.1K – – –
MFT
1711
Moisand Fitzgerald Tamayo
Florida
$13.8K – – –
ANBT
1712
American National Bank & Trust
Texas
$13.5K – – –
EIM
1713
Essex Investment Management
Massachusetts
$13.5K – – –
OA
1714
Operose Advisors
Wisconsin
$13.5K – – –
WWM
1715
Wolff Wiese Magana
California
$13.5K – – –
SGC
1716
Slocum, Gordon & Co
Rhode Island
$13.5K – – –
UWS
1717
Unique Wealth Strategies
Illinois
$13.3K +$12K +46 New
EC
1718
EntryPoint Capital
New York
$13.2K +$11.5K +44 New
CWM
1719
Cranbrook Wealth Management
Michigan
$13.2K – – –
HWP
1720
Highline Wealth Partners
California
$12.3K +$523 +2 +5%
WAG
1721
Wiser Advisor Group
Arizona
$12.2K +$262 +1 +3%
LIA
1722
Luken Investment Analytics
Tennessee
$12K – – –
ACM
1723
Anfield Capital Management
California
$11.7K +$3.66K +14 +56%
TWM
1724
TLW Wealth Management
Florida
$11.7K +$4.18K +16 +70%
RI
1725
Ridgewood Investments
New Jersey
$11.5K +$9.94K +38 New