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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1026
Atlantic Edge Private Wealth Management
Florida
$20.3K +$15.2K +125 New
BWL
1027
Bogart Wealth LLC
Virginia
$19.4K +$11.5K +95 +380%
AIM
1028
Anchor Investment Management
South Carolina
$19.4K +$14.6K +120 New
CPG
1029
Cornerstone Planning Group
New Jersey
$19.2K -$6.43K -53 -26%
GWM
1030
Gilpin Wealth Management
Colorado
$19.1K – – –
BIA
1031
Bell Investment Advisors
California
$18.2K +$849 +7 +7%
RWM
1032
Rialto Wealth Management
New York
$17.7K +$6.55K +54 +98%
WA
1033
WPG Advisers
Maryland
$17K +$2.43K +20 +24%
CH
1034
Cromwell Holdings
Wyoming
$16.9K +$3.88K +32 +44%
FPF
1035
First Pacific Financial
Washington
$16.7K – – –
GG
1036
Gleason Group
Kentucky
$16.2K +$12.1K +100 New
TFGT
1037
TS Financial Group (TSFG)
Illinois
$16K – – –
CA
1038
Clearstead Advisors
Ohio
$15.6K +$606 +5 +5%
BHWM
1039
Bay Harbor Wealth Management
Maryland
$15.6K +$3.4K +28 +41%
MCM
1040
Manchester Capital Management
Vermont
$15.1K – – –
PMFA
1041
Plante Moran Financial Advisors
Michigan
$14.9K – – –
NS
1042
NBC Securities
Alabama
$14.9K +$8.01K +66 +254%
CJ
1043
Caitlin John
Michigan
$14.7K +$11K +91 New
NSIM
1044
North Star Investment Management
Illinois
$14.6K +$364 +3 +3%
IAS
1045
IMA Advisory Services
Colorado
$14.4K +$4.25K +35 +65%
SGFG
1046
Silver Grove Financial Group
New York
$14.3K +$10.7K +88 New
PWA
1047
Principia Wealth Advisory
Texas
$13.8K +$970 +8 +10%
SSG
1048
Summit Securities Group
New York
$13.8K +$10.3K +85 New
HPC
1049
HM Payson & Co
Maine
$13.3K – – –
CCMI
1050
Creative Capital Management Investments
California
$13.1K +$9.82K +81 New
40 41
42
43 44