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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1801
Bellwether Advisors
Nebraska
$10K -$3K -45 -22%
DWA
1802
Dougherty Wealth Advisers
Minnesota
$10K +$10K +150 New
CWM
1803
Cranbrook Wealth Management
Michigan
$9K
WOC
1804
West Oak Capital
California
$9K
AWMS
1805
Advocacy Wealth Management Services
Georgia
$9K +$8.61K +129 New
SC
1806
Sawyer & Company
Massachusetts
$8K -$8.07K -121 -50%
MIM
1807
Macroview Investment Management
Maryland
$8K -$3.34K -50 -30%
NC
1808
NewSquare Capital
Pennsylvania
$8K
BAM
1809
Baldrige Asset Management
Pennsylvania
$8K +$8.14K +122 New
SL
1810
Savior LLC
Massachusetts
$7K -$4.67K -70 -41%
CAL
1811
Capital Advisors Ltd
Ohio
$7K
KFP
1812
KB Financial Partners
New Jersey
$7K
PP
1813
PrairieView Partners
Minnesota
$7K
PWMG
1814
Prestige Wealth Management Group
New Jersey
$7K
TCWA
1815
Ten Capital Wealth Advisors
Washington
$7K
EW
1816
Emerson Wealth
Michigan
$7K +$6.61K +99 New
MIFH
1817
Migdal Insurance & Financial Holdings
Israel
$7K +$7.34K +110 New
AIA
1818
Arcadia Investment Advisors
Idaho
$6.73K
LS
1819
Leelyn Smith
Illinois
$6K -$1K -15 -15%
MMG
1820
Monetary Management Group
Missouri
$6K
APW
1821
Acima Private Wealth
Virginia
$5K
SFO
1822
Standard Family Office
South Dakota
$5K
SCA
1823
Stuart Chaussee & Associates
California
$5K
EWM
1824
Edge Wealth Management
New York
$4K
GWMIA
1825
Global Wealth Management Investment Advisory
Florida
$4K